JPMorgan Chase
J.P. Morgan Advisors - Senior Client Associate
$70K–$100K
New York, NY · Senior · Full-time · Posted Oct 20, 2026
- Education
- Bachelor's degree or equivalent experience.
About the job
Provides business and operational support to Financial Advisors and clients, including onboarding, investment transactions, product guidance, and relationship management.
What you'll do
- Manage client onboarding and account maintenance, collecting documents and financial information while following firm policies.
- Work with clients and Financial Advisors on investment recommendations and execute trades and orders across several investment types.
- Handle daily client and advisor support, coordinate with internal teams, and participate in client meetings and firm initiatives.
What they ask for
- Bachelor's degree or equivalent experience.
- Series 7 and 66 licenses upon hire or obtained within 180 days of start date.
- Ability to work independently, take ownership of tasks, and operate in a fast-paced environment.
- Effective, professional communication and ability to identify solutions for client needs.
Nice to have
- Adaptability to changing technology and regulatory policies.
- High proficiency with Word, PowerPoint, and Excel.
Pay
USD 70,300.00–99,900.00 base salary
Tools
Word, PowerPoint, Excel, JP Morgan Online
Model-written summary · the original posting is authoritative