Wealth Management Client Services Specialist

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorganChase & Co. is seeking a Client Service Administrator to provide dedicated administrative support to the advisor team in a fast-paced Wealth Management environment. You will manage calendars, process documents, and coordinate client events with precision and professionalism.

The role emphasizes end-to-end ownership of tasks, independent work, and strong communication across team members to ensure timely follow-ups and polished client experiences.

Qualifications

• Bachelor's degree or equivalent experience.
• Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment.
• Detail oriented to ensure all follow ups are completed in a timely manner.
• Ability to communicate effectively with team members while maintaining professionalism in difficult situations.
• Highly proficient user of Word, PowerPoint and Excel.

Responsibilities

• Support team with administrative duties such as time and expense, scheduling of client / internal meetings, team calendar management, sending mail.
• Follow up on internal document processing (e.g., account opening, money movement, wires) to provide status updates to the team and guard against roadblocks.
• Oversee the administrative elements of client events (e.g., invitations, venue oversight, agendas, gift distribution, etc.).
• Oversee client account maintenance needs (order new check books, support clients with lost credit cards, username locks, etc.).
• Perform other daily administrative and operational duties that support the Wealth Advisor(s) and clients including ad hoc requests.

Skills

Self-starter

Detail oriented

Communication skills

Microsoft Office proficiency

Education

Bachelor's degree or equivalent experience

Tools

Word

PowerPoint

Excel

Job description

JPMorganChase & Co. is seeking a Client Service Administrator to provide dedicated administrative support to the advisor team in a fast-paced Wealth Management environment. You will manage calendars, process documents, and coordinate client events with precision and professionalism.

The role emphasizes end-to-end ownership of tasks, independent work, and strong communication across team members to ensure timely follow-ups and polished client experiences.