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JPMorgan Chase J.P. Morgan Advisors - Senior Client Associate, Boston, MA in Boston, Massachusetts

J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.

As a Client Associate with J.P. Morgan Advisors, you will often be the first line of defense for client inquiries and will work with Wealth Advisors, management and Middle office to create a seamless and integrated client experience. You will provide dedicated business support to Wealth Advisors and their clients. You will establish, maintain and build relationships while delivering exceptional client service and will be involved in all activities that touch prospective or existing clients.


  • Provides support across a diverse suite of products; includes mastering product-specific applications, building relationships with trading desks, ensuring completion of necessary trade documentation and timely execution reporting to clients.

  • Serve as a liaison between the sales team, branch management, compliance and various other business units throughout the firm.

  • Manage account opening process for new and existing clients. Includes collection of account-specific information, recording information via electronic account-opening system, retrieving relevant executed documentation from clients and compliance with regulatory procedures.

  • Review client account activity on a daily basis to ensure overall accuracy, proper settlement of transactions and reconciliation of sales credits and fees.

  • Perform account maintenance including money transfer requests, address changes, etc.

  • Complete ad hoc, client-related projects as needed.

Required qualifications, capabilities, and skills:

  • Series 7 & 66 licenses required within 180 days from start

  • Proven ability to be a self-starter and work independently in a high-pressure environment

  • Works well in a fast-paced environment and has the ability to proactively recognize and anticipate client needs

  • Demonstrate proactive follow-up and follow through on a task from start to finish

  • Ability to communicate effectively with clients and maintain professionalism in difficult situations

  • Will need to be adaptable and comfortable with change (will need to keep up with changes in technology and regulations)

  • Highly proficient user of Word, PowerPoint and Excel

Preferred qualifications, capabilities, and skills:

  • Bachelor's degree or equivalent experience preferred

  • 2-4 years of financial services experience preferred

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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer/Disability/Veterans