Wealth Management Client Associate

Testing Site - JPMC

Chicago (IL)

On-site

USD 59,000 - 102,000

Full time

2 days ago

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Job summary

J.P. Morgan Advisors in Chicago seeks a Senior Client Associate to deliver wealth management support to ultra-high-net-worth clients, partnering with Financial Advisors to provide tailored solutions and a seamless client experience.

You will own onboarding, account maintenance, and client communications, coordinate investments, and support regulatory and firm policies. The role offers growth opportunities within a global financial services firm, with comprehensive benefits and a strong emphasis

Qualifications

Bachelor's degree or equivalent experience.
Series 7 & 66 licenses upon hire or must obtain within 180 days.
Self-starter with end-to-end ownership of tasks in a fast-paced environment.
Proactively identify and deliver appropriate client solutions.
Excellent communication with clients and team members.

Responsibilities

Own client onboarding and account maintenance, gathering documents and quotes.
Interface with clients and Advisors to make investment recommendations and execute trades.
Support across a range of products and digital offerings.
Perform daily administrative duties and client communications.
Serve as liaison between Advisors, branches, and compliance.
Support regional initiatives and attend team meetings.