JPMorgan Chase
J.P. Morgan Advisors - Senior Client Associate - Riverside, CT
$70K–$100K
Riverside, CT · Senior · Full-time · Posted Oct 22, 2026
- Education
- Bachelor's degree or equivalent experience.
About the job
Supports Financial Advisors and ultra-high-net-worth clients by managing account operations, client service, and investment transactions.
What you'll do
- Manage client onboarding and account maintenance, including collecting documents and providing investment quotes.
- Work with clients and Financial Advisors on investment recommendations and execute trades and orders.
- Handle daily client and advisor support, coordinate with internal teams, and participate in firm initiatives and meetings.
What they ask for
- Bachelor's degree or equivalent experience.
- Series 7 and 66 licenses upon hire, or successfully obtain them within 180 days of the start date.
- Ability to work independently, take ownership of tasks, and identify appropriate 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
$70,300.00-$99,900.00 USD base salary
Tools
Word, PowerPoint, Excel, JP Morgan Online
Model-written summary · the original posting is authoritative