J.P. Morgan Advisors - Senior Client Associate - Palo Alto

Location: Palo Alto, CA, United States

Job Family: Client Advisory

About the Role

At J.P. Morgan Advisors, we are seeking a Senior Client Associate to join our dynamic team in Palo Alto, CA, supporting our Financial Advisors in delivering exceptional wealth management services to high-net-worth clients. As a key member of the client advisory team, you will play a vital role in enhancing client experiences by providing seamless administrative support, managing operational workflows, and ensuring compliance with industry regulations. This position offers the opportunity to work in a collaborative environment at one of the world's leading financial institutions, where innovation and client-centric solutions drive our success in the competitive financial services landscape. Your primary responsibilities will include assisting Financial Advisors with client onboarding, account maintenance, and transaction processing while utilizing J.P. Morgan's advanced technology platforms. You will act as the first point of contact for client inquiries, resolving issues efficiently and escalating complex matters as needed. Additionally, you will prepare customized reports and materials for client meetings, contribute to portfolio reviews, and support business growth initiatives by maintaining accurate records and fostering strong advisor-client relationships. This role demands a proactive approach to problem-solving and a commitment to upholding the highest standards of integrity and confidentiality in all interactions. J.P. Morgan Chase & Co. is an equal opportunity employer committed to fostering an inclusive workplace. We value diverse perspectives and provide robust training and development opportunities to help you advance your career in financial services. If you are passionate about client service and eager to contribute to a prestigious firm known for its global reach and innovative financial solutions, we encourage you to apply for this rewarding position in our Palo Alto office.

Key Responsibilities

• Provide dedicated administrative and operational support to Financial Advisors in managing client portfolios
• Handle client inquiries via phone, email, and in-person meetings, ensuring timely and accurate responses
• Prepare and process new account paperwork, account maintenance, and transaction requests
• Coordinate client meetings, including scheduling, preparation of agendas, and follow-up actions
• Maintain accurate client records in J.P. Morgan's CRM systems and ensure compliance with regulatory standards
• Assist in the preparation of financial reports, performance summaries, and investment proposals
• Collaborate with internal teams to resolve operational issues and enhance client experience
• Support business development efforts by managing advisor calendars and client communication strategies
• Monitor and reconcile account activities to prevent discrepancies and ensure data integrity
• Contribute to a high-performance team environment by sharing best practices and process improvements

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Minimum of 3-5 years of experience in client service or financial services support roles
• Series 7 and Series 66 licenses, or willingness to obtain within 120 days of hire
• Strong understanding of financial products and investment principles
• Excellent organizational and time management skills
• Proficiency in Microsoft Office Suite and financial software
• Ability to maintain confidentiality and handle sensitive client information

Preferred Qualifications

• Experience working in a wealth management or advisory firm
• Familiarity with J.P. Morgan's proprietary systems and platforms
• Advanced certifications such as CFP or CFA
• Bilingual skills, particularly in languages spoken in the Palo Alto community
• Prior experience supporting high-net-worth clients

Required Skills

• Client relationship management
• Financial analysis and reporting
• Regulatory compliance knowledge (SEC, FINRA)
• CRM software proficiency (e.g., Salesforce or J.P. Morgan systems)
• Attention to detail and accuracy
• Communication (verbal and written)
• Problem-solving and critical thinking
• Time management and prioritization
• Team collaboration and interpersonal skills
• Adaptability to fast-paced environments
• Data entry and record-keeping
• Microsoft Excel and PowerPoint expertise
• Discretion with confidential information
• Customer service orientation
• Basic investment product knowledge

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and certification support
• Employee stock purchase plan and access to J.P. Morgan's wealth management resources
• Wellness programs with gym memberships, mental health support, and fitness reimbursements
• Flexible work arrangements and commuter benefits for Palo Alto location

JP Morgan Chase is an equal opportunity employer.