Wealth Management Client Associate

Testing Site - JPMC; San Francisco (CA); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

J.P. Morgan Advisors in San Francisco seeks a Client Associate to support Financial Advisors, delivering personalized wealth management for ultra-high net worth clients. You’ll coordinate onboarding, account maintenance, and investment proposals to enhance client experiences.

You will work closely with Advisors, branch management, and compliance, applying strong communication, regulatory awareness, and a proactive, service-driven approach to everyday client service and solution delivery.

Qualifications

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

Responsabilités

• Own client onboarding and account maintenance with documentation.
• Interface with clients and Financial Advisors to make investment proposals.
• Support across Advisor Services, Wealth Planning, and digital offerings.
• Handle daily administrative tasks and client communications.
• Coordinate with branch management and compliance on firm policies.

Connaissances

Series 7 license

Series 66 license

Client onboarding

Independent work

Effective communication

Formation

Bachelor's degree or equivalent

Outils

Word

PowerPoint

Excel

Description du poste

J.P. Morgan Advisors in San Francisco seeks a Client Associate to support Financial Advisors, delivering personalized wealth management for ultra-high net worth clients. You’ll coordinate onboarding, account maintenance, and investment proposals to enhance client experiences.

You will work closely with Advisors, branch management, and compliance, applying strong communication, regulatory awareness, and a proactive, service-driven approach to everyday client service and solution delivery.