J.P. Morgan Advisors - Senior Client Associate - Chicago, IL jobs in United States
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Chase · 11 hours ago

J.P. Morgan Advisors - Senior Client Associate - Chicago, IL

position10 S Dearborn St, Chicago, IL, 60603, US
timeFull-time
remoteOnsite
senioritySenior Level
money$67K/yr - $95K/yr

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. In this role as a Senior Client Associate at J.P. Morgan Advisors, you will assist Financial Advisors and their clients in delivering personalized wealth management services, while building lasting relationships and providing tailored financial solutions.

BankingFinancial Services

Responsibilities

Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures
Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings

Qualification

Series 7 licenseSeries 66 licenseWealth management experienceProficient in ExcelProficient in PowerPointProficient in WordEffective communicationSelf-starterProblem-solvingAdaptability

Required

Bachelor's degree or equivalent experience
Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
Proactively identify and deliver appropriate solutions that address the needs of our clients
Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations

Preferred

Able to adapt and stay abreast of changing technology and regulatory policies
Highly proficient user of Word, PowerPoint, and Excel

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

Chase

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Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.chase.com/

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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Recent News

Financial IT
Chase to Become New Issuer of Apple Card
2026-01-09
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Goldman Sachs Announces Agreement To Transition Apple Card Program To Chase
2026-01-08
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Apple And Chase Announced That Chase Will Become The New Issuer Of Apple Card
2026-01-08
Company data provided by crunchbase