Wealth Management Client Associate

JPMorganChase; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

J.P. Morgan Advisors in Dallas is seeking a Client Associate to support Financial Advisors, deliver personalized wealth management services to ultra-high-net-worth clients, and help build lasting client relationships.

You will work closely with advisors, coordinating onboarding, investment quotes, and account maintenance in a fast-paced, globally backed environment. The role emphasizes regulatory compliance, proactive problem solving, and professional client communication.

Qualifications

• Bachelor's degree or equivalent experience.
• Proven ability to be a self-starter and work independently in a fast-paced environment.
• Strong communication with clients and team members.

Responsibilities

• Own client onboarding and account maintenance, collecting documents and providing investment quotes.
• Interface with clients and Financial Advisors to make investment recommendations and execute trades.
• Provide support across Advisor Services, Wealth Planning, and JP Morgan Online/Mobile offerings.

Skills

Self-starter

Client service mindset

Effective communication

Regulatory awareness

Education

Bachelor's degree or equivalent experience

Tools

Word

PowerPoint

Excel

Job description

J.P. Morgan Advisors in Dallas is seeking a Client Associate to support Financial Advisors, deliver personalized wealth management services to ultra-high-net-worth clients, and help build lasting client relationships.

You will work closely with advisors, coordinating onboarding, investment quotes, and account maintenance in a fast-paced, globally backed environment. The role emphasizes regulatory compliance, proactive problem solving, and professional client communication.