Wealth Client Services Admin Specialist

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorganChase & Co. is seeking a Client Service Administrator to provide dedicated administrative support to the advisor team within J.P. Morgan Advisors, ensuring smooth operations and exceptional client service.

The role involves end-to-end ownership of tasks, independent work in a fast-paced environment, and proactive follow-ups to keep the team informed. Responsibilities include scheduling, document processing, client events, and maintaining client accounts, while collaborating with Client

Qualifications

• Bachelor's degree or equivalent experience.
• Self-starter, able to work independently in a fast-paced environment.
• Detail oriented with timely follow-ups.
• Strong communication with team members in challenging situations.
• Proficient in Word, PowerPoint and Excel.

Responsibilities

• Support team with admin duties: time/expense, scheduling of client/internal meetings, and calendar management.
• Follow up on internal document processing (account openings, money movement, wires) and provide status updates.
• Oversee administrative elements of client events (invitations, venue oversight, agendas, gifts).
• Manage client account needs (new check books, lost cards, username locks, etc.).
• Handle other daily admin and operational duties for Wealth Advisors and clients.

Skills

Self-starter

Detail oriented

Communication

Microsoft Office

Education

Bachelor's degree or equivalent experience

Tools

Word

PowerPoint

Excel

Job description

JPMorganChase & Co. is seeking a Client Service Administrator to provide dedicated administrative support to the advisor team within J.P. Morgan Advisors, ensuring smooth operations and exceptional client service.

The role involves end-to-end ownership of tasks, independent work in a fast-paced environment, and proactive follow-ups to keep the team informed. Responsibilities include scheduling, document processing, client events, and maintaining client accounts, while collaborating with Client