J.P. Morgan Advisors - Senior Client Associate
JPMorgan Chase · New York
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- Company
- JPMorgan Chase
- Location
- New York
- Posted
- September 23, 2026
About this job
As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients. 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…
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