Wealth Management Client Associate — UHNW Solutions

Fairygodboss; Atlanta (GA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Advisors seeks a Client Associate to support Financial Advisors in wealth management for ultra-high-net-worth clients. You will help with onboarding, quotes, and investment recommendations, while ensuring compliance and high-level client service.

You will collaborate with teams across Advisor Services, Wealth Planning, and digital offerings to deliver tailored solutions and seamless client experiences in a fast-paced environment.

Qualifications

• Bachelor's degree or equivalent experience required.
• Series 7 and 66 licenses required or must be obtained within 180 days of start date.
• Demonstrated ability to work independently in a fast-paced environment.
• Strong client service mindset and proactive problem-solving.
• Excellent communication with clients and team members in difficult situations.

Responsibilities

• Own client onboarding and account maintenance, collect information, obtain documents, and provide quotes while following policies.
• Interface with clients and Financial Advisors to discuss investments and execute trades.
• Support a wide range of products and applications including Advisor Services, Wealth Planning, and digital tools.
• Perform daily admin tasks and coordinate client meetings and money transfers.
• Act as liaison between Financial Advisor team, branch management, and compliance.

Skills

Bachelor's degree

Series 7 & 66 licenses

Self-starter

Client-focused

Effective communication

Microsoft Office

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Word/Excel/PowerPoint

Job description

JPMorgan Advisors seeks a Client Associate to support Financial Advisors in wealth management for ultra-high-net-worth clients. You will help with onboarding, quotes, and investment recommendations, while ensuring compliance and high-level client service.

You will collaborate with teams across Advisor Services, Wealth Planning, and digital offerings to deliver tailored solutions and seamless client experiences in a fast-paced environment.