Palm Beach Gardens, Florida, United States · On-site
$28/hr–$39/hr
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team an…
Skills: Wealth management, Client onboarding, Account maintenance, Investment recommendations, Equity trading
Chicago, Illinois, United States · On-site
$133k–$185k/yr
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible. As a Lead Software Engineer at JPMorgan Chase within Corporate Technology, you are an integral part …
Skills: Java, Spring Boot, React, TypeScript, Apache Kafka
Plano, Texas, United States · On-site
$78k–$120k/yr
Bring your expertise to JPMorgan Chase. As part of Commercial Banking Risk, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating n…
Skills: Investor reporting, Commercial loan servicing, Multifamily mortgage, Cash reporting, Remittances
Tampa, Florida, United States · On-site
$58k–$80k/yr
Join JPMorganChase’s Trade & Working Capital Client Service group and make an impact by supporting a global client base with unique, complex service needs. You’ll develop strong client relationship and problem-solving sk…
Skills: Client service, Supply chain finance, Issue resolution, Relationship management, Collections
Dayton, Ohio, United States · On-site
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Client service, Cash handling, Relationship building, Communication, Problem solving
Wilmington, Delaware, United States · On-site
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using …
Skills: Strategic analytics, Risk management, Acquisition risk, Data collection, Data visualization
Fairlawn, Ohio, United States · On-site
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Customer service, Relationship building, Cash handling, Financial product knowledge, Communication
Los Angeles, California, United States · On-site
$22/hr–$30/hr
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Customer service, Bilingual Spanish, Cash handling, Relationship building, Financial technology
Plain City, Ohio, United States · On-site
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Client service, Banking operations, Cash handling, Relationship building, Communication
Wilmington, Delaware, United States · On-site
Help protect and elevate critical Risk capabilities across Consumer and Community Banking (CCB) by ensuring every release is tested with rigor and purpose. In this role, you’ll translate business intent into high-quality…
Skills: User Acceptance Testing, JIRA, SQL, Test planning, Test execution
South Pasadena, California, United States · On-site
$22/hr–$27/hr
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Customer service, Relationship building, Cash handling, Financial technology, Communication
Los Angeles, California, United States · On-site
$22/hr–$27/hr
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Customer service, Bilingual Spanish, Cash handling, Relationship building, Financial technology
South Pasadena, California, United States · On-site
$22/hr–$27/hr
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Customer service, Relationship building, Cash handling, Financial technology, Communication
Walnut, California, United States · On-site
$22/hr–$27/hr
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Customer service, Cash handling, Relationship building, Communication, Problem solving
Fresno, California, United States · On-site
$22/hr–$27/hr
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Customer service, Cash handling, Relationship building, Communication, Problem solving
Plano, Texas, United States · On-site
Help keep JPMorgan Chase strong and resilient by building products that modernize wholesale credit risk. In this role, you will turn complex credit risk needs into intuitive, data-informed solutions used by teams across …
Skills: Product management, Credit risk, Process re-engineering, Agile methodology, Scrum
Indianapolis, Indiana, United States · On-site
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Customer service, Relationship building, Cash handling, Financial product knowledge, Communication
New York, New York, United States · On-site
$25/hr–$30/hr
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Customer service, Banking operations, Cash handling, Relationship building, Financial technology
Noblesville, Indiana, United States · On-site
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Customer service, Relationship building, Cash handling, Financial technology, Communication
San Francisco, California, United States · On-site
$152k–$215k/yr
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible. As a Lead Software Engineer – Full Stack at JPMorgan Chase within the Enterprise Technology - Networ…
Skills: Full stack engineering, Python, React, TypeScript, Kubernetes
Palm Beach Gardens, Florida, United States • On-site
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The Client Associate will manage client onboarding, account maintenance, and provide operational support to Financial Advisors. They will also interface directly with clients to execute trades, provide investment recommendations, and assist with various wealth management products.
Candidates must hold a Bachelor's degree or equivalent experience and possess or obtain Series 7 and 66 licenses within 180 days. Strong communication skills and the ability to work independently in a fast-paced environment are required.
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.
As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice. Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence. Join us in making a substantial difference in our clients' lives and the wider community.
Job 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
Required qualifications, capabilities, and skills:
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
Preferred qualifications, capabilities, and skills:
Able to adapt and stay abreast of changing technology and regulatory policies
Highly proficient user of Word, PowerPoint, and Excel
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Offices: 270 Park Avenue, New York, NY 10017-2014, US · 101 Duncan Mill Road, Toronto, ON M3B1Z3, CA · 2200 Ross Ave, Dallas, TX 75201, US · Kadubeesanahalli Circle, Bengaluru, Karnataka 560103, IN · 370 S Cleveland Ave, Westerville, OH 43081, US
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Offices: 270 Park Avenue, New York, NY 10017-2014, US · 101 Duncan Mill Road, Toronto, ON M3B1Z3, CA · 2200 Ross Ave, Dallas, TX 75201, US · Kadubeesanahalli Circle, Bengaluru, Karnataka 560103, IN · 370 S Cleveland Ave, Westerville, OH 43081, US
