Wealth Management Client Associate — Advisor Support

JPMorganChase; Boca Raton (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Tuition reimbursement

Wellness programs

Job summary

J.P. Morgan Advisors is seeking a Client Associate to support Financial Advisors and ultra-high-net-worth clients with personalized wealth management solutions.

You will handle onboarding, account maintenance and client communications to ensure a seamless advisory experience. Join a dynamic team and leverage JPMorgan Wealth Management resources to deliver tailored investment ideas, stay compliant, and build lasting client relationships while advancing your career within a leading global

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses required within 180 days from start date or obtained at hire.
• Proven self-starter with ability to own end-to-end tasks in a fast-paced environment.
• Ability to communicate effectively with clients and team members while maintaining professionalism.

Responsibilities

• Own the client onboarding and account maintenance for new and existing clients by collecting account information, documents, and financials; provide investment quotes following regulations and firm policies.
• Interface with clients and Financial Advisors to make investment recommendations and execute trades across products.
• Provide support across products and applications including Advisor Services, Wealth Planning, and digital offerings via JP Morgan Online and mobile apps.
• Perform daily administrative duties, communications with clients on transfers, account maintenance, portfolio review prep, and ad hoc requests.

Education

Bachelor's degree or equivalent experience

Job description

J.P. Morgan Advisors is seeking a Client Associate to support Financial Advisors and ultra-high-net-worth clients with personalized wealth management solutions.

You will handle onboarding, account maintenance and client communications to ensure a seamless advisory experience. Join a dynamic team and leverage JPMorgan Wealth Management resources to deliver tailored investment ideas, stay compliant, and build lasting client relationships while advancing your career within a leading global