Wealth Management Client Associate

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

More

Job summary

JPMorgan Advisors seeks a Client Associate to support Financial Advisors in Portland, delivering a personalized wealth management experience for ultra-high net worth clients. You will interact with clients to gather information, provide investment quotes, and coordinate with advisors to implement solutions.

You will collaborate across teams, contribute to a client-centric culture, and participate in ongoing learning and mobility opportunities within JPMorgan Wealth Management.

Qualifications

• Bachelor's degree or equivalent experience required.
• Series 7 & 66 licenses upon hire or within 180 days from start date.
• Self-starter capable of owning tasks end-to-end in a fast-paced environment.
• Proactive in identifying and delivering client-focused solutions.
• Ability to communicate effectively with clients and team members.

Responsibilities

• Own client onboarding and account maintenance by collecting information, obtaining documents, and providing investment quotes while following regulatory and firm policies.
• Interface with clients and Financial Advisors to make investment recommendations and execute trades across equities, mutual funds, fixed income, and private investments.
• Provide support across products and applications including Advisor Services, Wealth Planning & Advice, and JP Morgan Online and mobile suite.
• Perform daily administrative tasks supporting Advisors and clients, including money transfers, portfolio review prep, and ad hoc requests.
• Serve as liaison between Financial Advisor team, branch management, compliance and other business units.
• Support firm and regional initiatives and participate in local, national and technology team meetings.

Skills

Series 7 & 66 licenses

Self-starter

Effective communication

Education

Bachelor's degree or equivalent experience

Tools

Word

PowerPoint

Excel

Job description

JPMorgan Advisors seeks a Client Associate to support Financial Advisors in Portland, delivering a personalized wealth management experience for ultra-high net worth clients. You will interact with clients to gather information, provide investment quotes, and coordinate with advisors to implement solutions.

You will collaborate across teams, contribute to a client-centric culture, and participate in ongoing learning and mobility opportunities within JPMorgan Wealth Management.