Wealth Management Client Associate

JPMorgan Chase & Co.; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Dallas is seeking a Client Associate to support the JPMorgan Advisors team. You will help deliver a personalized wealth management experience for ultra-high-net-worth clients, working closely with Financial Advisors on onboarding, account maintenance, and client communications.

You will contribute to investment recommendations, product solutions, and seamless client service while upholding regulatory standards and collaborating across the firm’s resources.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses upon hire or must obtain within 180 days.
• Self-starter able to own end-to-end tasks in a fast-paced environment.
• Identify and deliver appropriate solutions for clients.
• Effective communication with clients and team members.

Responsibilities

• Own client onboarding and account maintenance for new and existing clients.
• Interface with clients and Financial Advisors to make investment recommendations and execute trades.
• Provide support across products and applications including wealth planning and digital offerings.
• Perform daily administrative and operational duties supporting Advisors and clients.
• Serve as a liaison between Advisor teams, branch management, and compliance.
• Support firm and regional initiatives and participate in meetings.

Skills

Self-starter

Independent work

Regulatory awareness

Client communication

Education

Bachelor's degree or equivalent experience

Tools

Word

PowerPoint

Excel

Job description

JPMorgan Chase & Co. in Dallas is seeking a Client Associate to support the JPMorgan Advisors team. You will help deliver a personalized wealth management experience for ultra-high-net-worth clients, working closely with Financial Advisors on onboarding, account maintenance, and client communications.

You will contribute to investment recommendations, product solutions, and seamless client service while upholding regulatory standards and collaborating across the firm’s resources.