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  1. Home
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  5. Senior Client Associate
JPMorganChase logo

Senior Client Associate

Not Disclosed•Full-TimeOn-site

location_onHelen Diller Civic Center North Playground, Civic Center Plaza, Civic Center, San Francisco, California, 94102, United States

Apply Now

About the Team

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.

As part of J.P. Morgan Advisors, our dynamic and growing team is dedicated to delivering exceptional wealth management services to ultra-high net worth clients. We value strong relationships and exceptional client service, fostering an environment of innovation and excellence where we utilize global resources to meet our clients' distinct needs.

About the Role

Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering personalized solutions and building lasting relationships. In this role, you will play a crucial part in assisting Financial Advisors and their clients, ensuring a smooth and tailored wealth management experience. Your contribution will directly impact our clients' financial well-being through professional advice and innovative financial solutions.

You will serve as a vital liaison between the Financial Advisor team, branch management, compliance, and various other business units throughout the firm. From owning client onboarding and account maintenance to supporting a diverse suite of products, you will work 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.

Hiring Process

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.

Our Culture & Commitment

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.

We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Work location

Work model: On-site

location_on

Helen Diller Civic Center North Playground, Civic Center Plaza, Civic Center, San Francisco, California, 94102, United States

San Francisco, California

Key Responsibilities

  • check_circleInterface with clients and Financial Advisors to execute equity trades and mutual fund orders
  • check_circlePerform daily administrative duties including money transfers and portfolio review preparation
  • check_circleServe as a liaison between the Financial Advisor team, compliance, and other business units
  • check_circleProvide support across diverse products including wealth planning, banking, and digital offerings
  • check_circleSupport firm and regional initiatives while participating in recurring team meetings
  • check_circleOwn client onboarding and account maintenance by collecting information and obtaining documents

Requirements

  • verifiedBachelor's degree or equivalent experience
  • verifiedSeries 7 & 66 licenses upon hire or must successfully obtain within 180 days

Nice to Have

Able to adapt and stay abreast of changing technology and regulatory policies. Highly proficient user of Word, PowerPoint, and Excel.

Benefits & Perks

check_circleComprehensive health care coveragecheck_circleOn-site health and wellness centerscheck_circleRetirement savings plancheck_circleBackup childcarecheck_circleTuition reimbursementcheck_circleMental health supportcheck_circleFinancial coaching
JPMorganChase cover image
JPMorganChase logo
Company

JPMorganChase

Industry

Financial Services

Headquarters

New York, NY

Open Roles

6

JPMorganChase operates as a premier financial services institution headquartered in New York, NY, with origins dating back to 1799. As one of the oldest and most recognized global banks, the firm continues the innovative legacy of its heritage companies through extensive operations spanning 100 markets worldwide. The organization manages assets and investments while delivering comprehensive business strategies and innovative banking solutions to a diverse client base. The company serves millions of individual customers alongside prominent corporate, institutional, and government entities on a daily basis. Its global footprint enables the delivery of critical financial services that support economic activity across various sectors. As an Equal Opportunity Employer, JPMorgan Chase & Co. ensures that all qualified applicants receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. This commitment to inclusivity underpins the firm's approach to building a diverse workforce capable of serving a global clientele effectively.
View company profilearrow_forwardlanguageWebsitelinkLinkedIn
Quick Overview

Experience

Mid Level

Education

Bachelor's degree or equivalent experience

Job Type

Full-Time

Skills Required

Series 7Series 66WordPowerpointExcel

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Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified employers, salary benchmarks, and remote-friendly teams across India and beyond.

publiclanguageshare
Job seekers
Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryCareer guidesCareer blogSalary insights
Job types
Contractor jobsFull-Time jobsIntern jobsOther jobsPart-Time jobsPer-Diem jobsTemporary jobs
Top states
Jobs in TexasJobs in New YorkJobs in CaliforniaJobs in FloridaJobs in TennesseeJobs in VirginiaAll states →
Top categories
Healthcare & Nursing jobsLogistics & Warehouse jobsEngineering jobsAccounting & Finance jobsSales jobsIT jobsHospitality & Catering jobs
Popular skills
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Featured employers
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About usFAQContactPrivacy policyUS privacy notice

Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

© 2026 Recrutus. All rights reserved.
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Accessibility