JPMorgan Chase
J.P. Morgan Advisors - Senior Client Associate - Boca Raton
$65K–$93K
Boca Raton, FL · Senior · Full-time · Posted Oct 21, 2026
- Education
- Bachelor's degree or equivalent experience.
About the job
Supports Financial Advisors and ultra-high-net-worth clients by managing onboarding, account servicing, investment transactions, and day-to-day wealth management operations.
What you'll do
- Manage client onboarding and account maintenance, collecting documentation and providing investment quotes in accordance with firm policies.
- Work with clients and Financial Advisors on investment recommendations and execute trades and orders across equities, mutual funds, fixed income, and private investments.
- Handle operational and administrative support, client communications, portfolio review preparation, meetings, and coordination with internal teams.
What they ask for
- Bachelor's degree or equivalent experience.
- Series 7 and 66 licenses upon hire or obtained within 180 days of the start date.
- Ability to work independently as a self-starter and end-to-end task owner in a fast-paced environment.
- Effective, professional communication and ability to identify appropriate solutions for clients.
Nice to have
- Adaptability to changing technology and regulatory policies.
- High proficiency with Word, PowerPoint, and Excel.
Pay
USD 65,100.00-$92,900.00 base salary
Tools
JP Morgan Online, Word, PowerPoint, Excel
Model-written summary · the original posting is authoritative