Wealth Management Client Associate – UHNW Focus

Aumni; Los Angeles (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Advisors in California is seeking a Client Associate to support Financial Advisors in delivering a personalized wealth management experience.

You will manage onboarding, account maintenance, and client communications while coordinating with advisors and compliance to ensure smooth services. The role emphasizes end-to-end ownership, strong client service, and the ability to navigate a fast-paced financial environment with a focus on regulatory adherence and professional client

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, act as an 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

Bachelor's degree

Series 7 license

Series 66 license

Self-starter

Communication skills

Education

Bachelor's degree or equivalent experience

Tools

Word

PowerPoint

Excel

Job description

J.P. Morgan Advisors in California is seeking a Client Associate to support Financial Advisors in delivering a personalized wealth management experience.

You will manage onboarding, account maintenance, and client communications while coordinating with advisors and compliance to ensure smooth services. The role emphasizes end-to-end ownership, strong client service, and the ability to navigate a fast-paced financial environment with a focus on regulatory adherence and professional client