J.P. Morgan Advisors - Senior Client Associate - Chicago, IL

JPMorgan Chase & Co. • Chicago, IL

3d • $67,200 - $94,900

About The Position

As a Client Associate on the J.P. Morgan Advisors team, you will support Financial Advisors and their clients, helping deliver a personalized wealth management experience to ultra-high-net-worth clients. You will assist with client onboarding, account maintenance, investments, and day-to-day operational needs, while coordinating with branch management, compliance, and other business units. The role uses JPMorgan Wealth Management resources and products to address clients’ distinct financial needs and contributes to team and regional initiatives.

Requirements

• Bachelor's degree or equivalent experience.
• Series 7 and Series 66 licenses upon hire, or successfully obtain them within 180 days from the start date.
• Ability to be a self-starter, own tasks end-to-end, and work independently in a fast-paced environment.
• Ability to proactively identify and deliver appropriate solutions to meet client needs.
• Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations.
• Authorization to work for any employer in the United States; immigration sponsorship is not available.

Nice To Haves

• Ability to adapt to and stay current with changing technology and regulatory policies.
• High proficiency with Word, PowerPoint, and Excel.

Responsibilities

• Own onboarding and account maintenance for new and existing clients, collecting account-specific information and documents, obtaining financial information, and providing investment quotes while following regulatory and firm policies and procedures.
• Work directly with clients and Financial Advisors on investment recommendations, firm offerings, and execution of equity trades, mutual fund orders, fixed income trades, and private investments.
• Support products and applications including Advisor Services, Wealth Planning & Advice, goal-based planning, liabilities planning, banking and lending solutions, mortgages, and JP Morgan Online and mobile offerings.
• Perform daily administrative and operational duties for Financial Advisors and clients, including communicating about money transfers and account maintenance, preparing for portfolio reviews, responding to ad hoc requests, and attending client meetings.
• Act as a liaison among the Financial Advisor team, branch management, compliance, and other business units.
• Support firm and regional initiatives and remediations, and participate in recurring local, national, and technology team meetings.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior