J.P. Morgan Advisors - Senior Client Associate - Palo Alto
Company: JPMorganChase
Location: Palo Alto
Posted on: April 1, 2026
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Job Description:
Description Unlock your potential as a Client Associate at J.P.
Morgan Advisors, where you'll be at the heart of delivering
exceptional wealth management services to ultra-high net worth
clients. Join our dynamic and growing team and take advantage of a
unique opportunity to work closely with Financial Advisors,
providing personalized solutions and building lasting
relationships. With a commitment to career growth and mobility,
you'll have the chance to develop your skills in a fast-paced
environment, supported by the global resources of one of the
world's most respected financial firms. Embrace the challenge of
shaping the future of client service and make your mark by
delivering high-quality support and innovative financial solutions.
As a Client Associate within the JPMorgan Advisors team, you will
play a crucial role in assisting Financial Advisors and their
clients, delivering a personalized and smooth wealth management
experience. Your contribution to a team that values strong
relationships and exceptional client service will directly impact
our clients' financial well-being through tailored solutions and
professional advice. Together, we will utilize the global resources
of JPMorgan Wealth Management to meet our clients' distinct needs,
fostering an environment of innovation and excellence. Join us in
making a substantial difference in our clients' lives and the wider
community. Job 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 Required
qualifications, capabilities, and skills: 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
qualifications, capabilities, and skills: Able to adapt and stay
abreast of changing technology and regulatory policies Highly
proficient user of Word, PowerPoint, and Excel FEDERAL DEPOSIT
INSURANCE ACT: This position is subject to Section 19 of the
Federal Deposit Insurance Act. As such, an employment offer for
this position is contingent on JPMorganChase’s review of criminal
conviction history, including pretrial diversions or program
entries.
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