J.P. Morgan Advisors - Senior Client Associate - Portland, OR

Location: Portland, OR, United States

Job Family: Client Advisory

About the Role

At J.P. Morgan Advisors, we are seeking a Senior Client Associate to join our Portland, OR team, providing essential support to Financial Advisors and their high-net-worth clients in the dynamic wealth management space. As a key member of our Client Advisory group, you will play a pivotal role in delivering exceptional service, ensuring seamless operations, and contributing to the overall success of client relationships. 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 commitment to excellence in financial services. In this role, you will handle a wide range of responsibilities, from administrative support and client onboarding to preparing detailed financial reports and ensuring compliance with industry regulations. You will serve as the trusted liaison between clients, advisors, and internal teams, resolving inquiries efficiently and fostering long-term loyalty. Leveraging J.P. Morgan's advanced technology platforms, you will assist in portfolio monitoring, transaction processing, and personalized planning, all while upholding the highest standards of integrity and confidentiality. This is an ideal opportunity for a detail-oriented professional passionate about the financial services industry to advance their career in a supportive, growth-focused setting. J.P. Morgan Chase & Co. is an equal opportunity employer committed to diversity and inclusion. We offer competitive compensation, robust benefits, and ongoing professional development to empower our associates. If you thrive in a fast-paced environment and have a strong foundation in financial advisory support, join us to help shape the financial futures of our clients in the Pacific Northwest.

Key Responsibilities

• Provide dedicated administrative and operational support to Financial Advisors, including client onboarding, account maintenance, and transaction processing
• Act as the primary point of contact for clients, handling inquiries, scheduling appointments, and ensuring timely resolution of service issues
• Prepare client reports, financial summaries, and investment performance analyses using J.P. Morgan's tools
• Assist in compliance and regulatory tasks, such as documenting client interactions and maintaining accurate records in accordance with SEC and FINRA guidelines
• Coordinate with internal teams to facilitate seamless client experiences, including transfers, distributions, and portfolio reviews
• Support business development efforts by organizing client events, preparing marketing materials, and tracking advisor pipelines
• Monitor and update client relationship management (CRM) systems to ensure data accuracy and accessibility
• Contribute to team efficiency by training junior associates and implementing process improvements
• Ensure adherence to J.P. Morgan's risk management protocols and ethical standards in all client interactions
• Collaborate with advisors to deliver personalized financial planning support tailored to high-net-worth individuals

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Minimum of 3-5 years of experience in financial services, client support, or wealth management roles
• Series 7 and Series 66 securities licenses (or ability to obtain within 120 days of hire)
• Strong understanding of financial products, investment strategies, and regulatory requirements in the wealth management industry
• Proficiency in Microsoft Office Suite and financial software applications
• Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Experience working in a high-net-worth client advisory environment at a major financial institution
• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Familiarity with J.P. Morgan's proprietary wealth management platforms and tools
• Previous role supporting financial advisors in portfolio management or client onboarding
• Bilingual skills, particularly in Spanish, to serve diverse client bases in Portland

Required Skills

• Client relationship management
• Financial analysis and reporting
• Regulatory compliance (FINRA/SEC)
• Proficiency in CRM software (e.g., Salesforce)
• Microsoft Excel and PowerPoint expertise
• Attention to detail and accuracy
• Strong verbal and written communication
• Time management and prioritization
• Problem-solving in high-pressure situations
• Team collaboration and interpersonal skills
• Knowledge of investment products (stocks, bonds, mutual funds)
• Discretion with confidential client information
• Adaptability to evolving financial market trends
• Organizational and multitasking abilities
• Customer service orientation with empathy

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6% of eligible compensation
• Annual performance-based bonuses and incentive compensation tied to team and individual goals
• Paid time off including vacation, sick days, and parental leave benefits
• Professional development opportunities through J.P. Morgan's internal training programs and tuition reimbursement
• Employee stock purchase plan and access to financial wellness resources
• Wellness programs including gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible roles and commuter benefits for Portland-based employees

JP Morgan Chase is an equal opportunity employer.