J.P. Morgan Advisors - Client Service Administrator - La Jolla, CA jobs in United States
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JPMorganChase · 22 hours ago

J.P. Morgan Advisors - Client Service Administrator - La Jolla, CA

position7777 Girard Ave, La Jolla, CA, 92037, US
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$28.13/hr - $38.50/hr

JPMorganChase is a leading financial services firm, and they are seeking a Client Service Administrator to support their team. In this role, you will provide dedicated administrative support, ensuring smooth operations and exceptional client experiences while managing various administrative tasks and client account maintenance needs.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

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

Proficient in ExcelProficient in WordProficient in PowerPointDetail orientedSelf-starterEffective communication

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

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.jpmorganchase.com

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Recent News

Tech in Asia
JP Morgan buys Sri Lankan fintech startup WealthOs
2026-01-23
Sky News
Banking behemoth JP Morgan Nutmegs rivals with purchase of WealthOS
2026-01-22
PR Newswire
Women Presidents Organization and J.P. Morgan Commercial Banking Open Nominations for the 2026 50 Fastest Growing Women-Owned/Led Companies™
2026-01-20
Company data provided by crunchbase