Senior Client Associate

Responsibilities

• Own client onboarding and account maintenance for new and existing ultra-high net worth clients
• Interface directly with clients and Financial Advisors to execute equity trades, mutual fund orders, and private investments
• Provide support across a diverse suite of products including wealth planning, banking, lending, and digital offerings
• Perform daily administrative and operational duties such as managing money transfers and preparing portfolio reviews
• Serve as a liaison between the Financial Advisor team, branch management, compliance, and other business units

Requirements

• Bachelor's degree or equivalent experience
• Series 7 & 66 licenses upon hire or ability to obtain them within 180 days of start date
• Proven ability to work independently and act as an end-to-end owner of tasks in a fast-paced environment
• Strong communication skills and the ability to maintain professionalism in difficult situations

Preferred Qualifications

• High proficiency in Microsoft Word, PowerPoint, and Excel
• Ability to adapt to changing technology and regulatory policies

About the Company

J.P. Morgan Advisors is the ultra-high net worth division of J.P. Morgan Wealth Management, providing personalized service and global resources to U.S.-based clients. JPMorganChase is a leading global financial institution offering innovative solutions across investment banking, consumer banking, and asset management.