Wealth Client Associate: Onboarding & Advisory Support

Next Frontier Capital; Boston (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Boston is seeking a Client Associate to provide dedicated business support to Financial Advisors and clients. You will help with onboarding, account maintenance, and delivering exceptional service, while handling extensive client contact.

The role involves coordinating with Advisors to present investment options, execute trades, and support a wide range of financial products and planning tools. A fast-paced environment and strong communication are essential.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses upon hire or within 180 days.
• Ability to work independently in a fast-paced environment.
• Strong client communication skills.

Responsibilities

• Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
• Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments.
• Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
• Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
• Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
• Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings

Skills

Self-starter

End-to-end ownership

Effective communication

Regulatory awareness

Education

Bachelor's degree or equivalent

Tools

Word

PowerPoint

Excel

Job description

JPMorgan Chase & Co. in Boston is seeking a Client Associate to provide dedicated business support to Financial Advisors and clients. You will help with onboarding, account maintenance, and delivering exceptional service, while handling extensive client contact.

The role involves coordinating with Advisors to present investment options, execute trades, and support a wide range of financial products and planning tools. A fast-paced environment and strong communication are essential.