JPMorgan Chase
J.P. Morgan Advisors -Senior Client Associate -Dallas, TX
$67K–$95K
Dallas, TX · Senior · Full-time · Posted Oct 30, 2026
- Education
- Bachelor's degree or equivalent experience.
About the job
Supports Financial Advisors and ultra-high-net-worth clients by managing account onboarding and servicing, assisting with investments, and delivering day-to-day wealth management support.
What you'll do
- Manage client onboarding and account maintenance, including gathering documents and financial information and providing investment quotes.
- Assist clients and Financial Advisors with investment recommendations, firm offerings, and trade execution.
- Handle client service and operational tasks, including transfers, 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 take ownership of tasks, work independently, and identify solutions for client needs.
- Effective, professional communication with clients and team members, including in difficult situations.
Nice to have
- Adaptability to changing technology and regulatory policies.
- High proficiency with Word, PowerPoint, and Excel.
Pay
$67,200.00-$94,900.00 USD base salary
Tools
Word, PowerPoint, Excel, JP Morgan Online
Model-written summary · the original posting is authoritative