
location_onHelen Diller Civic Center North Playground, Civic Center Plaza, Civic Center, San Francisco, California, 94102, United States
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.
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.
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.
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 model: On-site
Helen Diller Civic Center North Playground, Civic Center Plaza, Civic Center, San Francisco, California, 94102, United States
San Francisco, California
Able to adapt and stay abreast of changing technology and regulatory policies. Highly proficient user of Word, PowerPoint, and Excel.