Wealth Management Client Associate — Growth & Impact

Next Frontier Capital; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Advisors in Dallas is seeking a Client Associate to support Financial Advisors in delivering personalized wealth management services to ultra-high net worth clients. You will assist with onboarding, account maintenance, and investment discussions, leveraging the firm’s global resources and career mobility to grow professionally.

The role emphasizes building relationships, providing high-quality client service, and collaborating with advisors, branches, and compliance teams to ensure

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses within 180 days of start date.
• Self-starter with end-to-end ownership of tasks.
• Proactively identify and deliver client solutions.
• Effective communication with clients and team members.

Responsibilities

• Own onboarding and account maintenance, collecting information and documents, and providing quotes while complying with policies.
• Interface with clients and Financial Advisors to make investment recommendations and execute trades.
• Support across Advisor Services, Wealth Planning, and digital offerings.
• Perform daily administrative duties and coordinate money transfers, account maintenance, and meetings.
• Serve as liaison between Financial Advisor team, branch management, compliance, and other units.
• Participate in local, national, and technology team meetings.

Skills

Self-starter

End-to-end ownership

Client communication

Regulatory awareness

Education

Bachelor's degree or equivalent

Tools

Word

PowerPoint

Excel

Job description

JPMorgan Advisors in Dallas is seeking a Client Associate to support Financial Advisors in delivering personalized wealth management services to ultra-high net worth clients. You will assist with onboarding, account maintenance, and investment discussions, leveraging the firm’s global resources and career mobility to grow professionally.

The role emphasizes building relationships, providing high-quality client service, and collaborating with advisors, branches, and compliance teams to ensure