Chase · 4 hours ago
J.P. Morgan Advisors - Client Service Administrator - La Jolla, CA
7777 Girard Ave, La Jolla, CA, 92037, US
Full-time
Onsite
New Grad, Entry Level
$28.13/hr - $38.50/hrChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals. In this role as a Client Service Administrator, you will provide dedicated administrative support to the advisor team, ensuring smooth operations and exceptional client experiences while managing various administrative tasks and client interactions.
BankingFinancial Services
Responsibilities
Support team with administrative duties such as time and expense, scheduling of client / internal meetings, team calendar management, sending mail
Follow up on internal document processing (e.g., account opening, money movement, wires) to provide status updates to the team and guard against roadblocks
Oversee the administrative elements of client events (e.g., invitations, venue oversight, agendas, gift distribution, etc.)
Oversee client account maintenance needs (order new check books, support clients with lost credit cards, username locks, etc.)
Manage client gifting (e.g., purchase, distribution, tracking)
Perform other daily administrative and operational duties that support the Wealth Advisor(s) and clients including ad hoc requests
Qualification
Required
Bachelor's degree or equivalent experience
Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
Detail oriented to ensure all follow ups are completed in a timely manner
Ability to communicate effectively with team members while maintaining professionalism in difficult situations
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
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Founded in 2000
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-24
Small Business Trends
2026-01-18
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