Wealth Management Client Associate — Growth & Impact

JPMorgan Chase & Co.; Florida; On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Florida is seeking a Client Associate within JPMorgan Advisors to support Financial Advisors and deliver a personalized wealth management experience to ultra-high net worth clients.

You will engage with clients to collect information, provide investment quotes, and help execute trades across a broad range of financial products. The role emphasizes teamwork, regulatory compliance, and delivering high-quality client service.

Qualifications

• Bachelor's degree or equivalent experience.
• Ability to communicate effectively with clients and team members.
• Proven ability to work independently in a fast-paced environment.
• Proactively identify and deliver solutions addressing clients' needs.

Responsibilities

• Own the client onboarding and account maintenance for new and existing clients by collecting account information, documents and financials, and providing investment quotes.
• Interface directly with clients and Financial Advisors to make investment recommendations and execute trades across equities, mutual funds and fixed income.
• Provide support across products and applications including Advisor Services, Wealth Planning & Advice, goals-based planning, liabilities planning, banking and lending solutions, mortgages, and digital offerings.
• Perform daily administrative and operational duties supporting Financial Advisors and clients, including money transfers, account maintenance, portfolio review prep, ad hoc requests, and attending client meetings.
• Serve as a liaison between Financial Advisor team, branch management, compliance and other business units.
• Proactively support firm and regional initiatives and participate in meetings.

Skills

Self-starter

Communication skills

Client-focused

Independent worker

Education

Bachelor's degree or equivalent experience

Job description

JPMorgan Chase & Co. in Florida is seeking a Client Associate within JPMorgan Advisors to support Financial Advisors and deliver a personalized wealth management experience to ultra-high net worth clients.

You will engage with clients to collect information, provide investment quotes, and help execute trades across a broad range of financial products. The role emphasizes teamwork, regulatory compliance, and delivering high-quality client service.