
This full-time Senior Client Associate role within J.P. Morgan Advisors supports Financial Advisors in delivering wealth management services to ultra-high net worth clients in San Francisco. Key responsibilities include managing client onboarding and account maintenance, executing investment trades, and providing comprehensive support across various financial products and planning tools. The position serves as a vital liaison between advisors, compliance, and business units while fostering strong client relationships. The role appeals to candidates seeking career growth within a global financial firm, offering a fast-paced environment with access to extensive resources and a culture that values innovation and excellence. The position requires obtaining Series 7 and 66 licenses and involves direct interaction with clients and internal teams.











