Wealth Management Client Associate: Onboarding & Support

JPMorgan Chase & Co.

San Francisco (CA)

On-site

USD 60,000 - 85,000

Full time

14 days+

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Job summary

JPMorgan Advisors, part of JPMorgan Chase & Co., seeks a Client Associate to support Financial Advisors in delivering personalized wealth management services to ultra-high net worth clients. You will handle onboarding, documentation, and implementation of investment strategies while maintaining regulatory compliance and client service excellence.

You will collaborate with Financial Advisors to propose firm offerings, execute trades, and maintain proactive client communication in a fast-paced,

Qualifications

Bachelor's degree or equivalent experience required.
Series 7 & 66 licenses required within 180 days of start date.
Ability to work independently in a fast-paced environment.
Strong client service mindset and professional communication.

Responsibilities

Own client onboarding and account maintenance, collecting documents and providing investment quotes while following rules.
Interface with clients and Advisors to make investment recommendations and execute trades.
Support Advisors with a wide range of wealth management tools and digital offerings.
Perform daily administrative tasks and coordinate client meetings and transfers.
Liaise with Advisor teams, branch management, compliance and other units.
Participate in local, national and technology team meetings to drive initiatives.