JPMorgan Chase
J.P. Morgan Advisors -Senior Client Associate- Houston, TX
$67K–$95K
Houston, TX · Senior · Full-time · Posted Oct 19, 2026
- Education
- Bachelor's degree or equivalent experience.
About the job
Supports Financial Advisors by managing client onboarding and accounts, executing investment transactions, and delivering day-to-day wealth management service to clients.
What you'll do
- Manage client onboarding and account maintenance, collecting documents and financial information while following regulatory and firm policies.
- Assist clients and Financial Advisors with investment recommendations and transactions, including equity, mutual fund, fixed income, and private investments.
- Handle operational support, client communications, meeting preparation, and coordination with branch management, compliance, and other business units.
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 own tasks end-to-end, work independently in a fast-paced environment, and identify client solutions.
- 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
USD $67,200.00-$94,900.00 base salary
Tools
Word, PowerPoint, Excel, JP Morgan Online
Model-written summary · the original posting is authoritative