Wealth Management Client Associate - Growth & Impact

JPMorganChase; San Francisco (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase is seeking a Client Associate within the JPMorgan Advisors team to support Financial Advisors and clients in delivering personalized wealth management solutions. You will help onboard clients, maintain accounts, and prepare investment quotes while ensuring regulatory and firm policy compliance.

You will interface with clients and Advisors to discuss investment ideas, assist with transactions, and support a broad range of services across planning, banking, and digital platforms,

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date.
• Proven ability to be a self-starter, end-to-end owner of tasks and work independently in a fast-paced environment.
• Proactively identify and deliver appropriate solutions that address the needs of our clients.
• Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations.

Responsibilities

• Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
• Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
• Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
• Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
• Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
• Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings

Skills

Self-starter

Independent worker

Effective communication

Customer service mindset

Education

Bachelor's degree or equivalent experience

Tools

Word

PowerPoint

Excel

Outlook

Job description

JPMorgan Chase is seeking a Client Associate within the JPMorgan Advisors team to support Financial Advisors and clients in delivering personalized wealth management solutions. You will help onboard clients, maintain accounts, and prepare investment quotes while ensuring regulatory and firm policy compliance.

You will interface with clients and Advisors to discuss investment ideas, assist with transactions, and support a broad range of services across planning, banking, and digital platforms,