JPMorgan Chase
J.P. Morgan Advisors - Senior Client Associate - Los Angeles, CA
$70K–$100K
Los Angeles, CA · Senior · Full-time · Posted Oct 12, 2026
- Education
- Bachelor's degree or equivalent experience.
About the job
Supports Financial Advisors in delivering wealth management services to clients through onboarding, account administration, investment transactions, and client service.
What you'll do
- Manage client onboarding and account maintenance, gathering required information and documents while following firm and regulatory policies.
- Support clients and Financial Advisors with investment recommendations and transactions, portfolio reviews, money transfers, and related requests.
- Coordinate with branch management, compliance, and other business units, and support firm initiatives and meetings.
What they ask for
- Bachelor's degree or equivalent experience.
- Series 7 and 66 licenses upon hire or within 180 days of the start date.
- Ability to work independently, take ownership of tasks, 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.
- Proficiency with Word, PowerPoint, and Excel.
Pay
USD $70,304.00-$99,900.00 base salary
Tools
Word, PowerPoint, Excel, JP Morgan Online
Model-written summary · the original posting is authoritative