J.P. Morgan Advisors - Senior Client Associate - San Francisco, CA
On-site · San Francisco, California, United States
Job Summary
Client Associate at JPMorgan Advisors focused on onboarding and maintaining client accounts for ultra-high net worth clientele, coordinating with Financial Advisors to provide tailored investment quotes and execute equity, mutual fund, fixed income, and private investments trades. Supports a broad suite of offerings (Advisor Services, Wealth Planning & Advice, Goal Based Planning, banking and lending, mortgages, and digital platforms) and handles daily admin tasks, client communications, and ad hoc requests. Serves as a liaison among Financial Advisors, branch management, compliance, and other business units; participates in regional and technology initiatives. Requires a Bachelor's degree (or equivalent) and Series 7 & 66 licenses (or progress toward obtaining within 180 days). Strong client-service, communication, and independent-working skills are essential.
Required Qualifications
- Bachelor's degree or equivalent experience
- Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
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