J.P. Morgan Advisors - Senior Client Associate - San Francisco, CA

Location: San Francisco, 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 San Francisco, CA, playing a pivotal role in supporting our Financial Advisors and delivering exceptional service to high-net-worth clients. As a key member of the Client Advisory team, you will act as the primary point of contact for client needs, ensuring smooth operations and fostering long-term relationships that align with J.P. Morgan Chase's commitment to excellence in wealth management. This position offers the opportunity to contribute to a prestigious firm renowned for its innovative financial solutions and client-centric approach in the competitive financial services landscape. In this role, you will handle a diverse range of responsibilities, from administrative support and client onboarding to transaction processing and compliance monitoring. Leveraging J.P. Morgan's state-of-the-art technology platforms, you will assist in preparing customized investment reports, coordinating with advisors on portfolio strategies, and resolving inquiries with precision and empathy. Your efforts will directly impact client satisfaction and retention, helping advisors focus on strategic advisory services while you manage the operational backbone of our San Francisco office. This position demands a blend of technical expertise and interpersonal skills to thrive in a high-volume, relationship-driven environment. J.P. Morgan Chase values professional growth and offers robust support for your career development, including access to industry-leading training and mentorship programs. Joining our team means becoming part of a global leader in financial services, where your contributions help empower clients to achieve their financial goals. If you are passionate about the financial industry and ready to elevate your career in a collaborative, innovative setting, we encourage you to apply for this rewarding opportunity in San Francisco.

Key Responsibilities

• Provide dedicated administrative and operational support to Financial Advisors, including scheduling client meetings and preparing materials
• Assist clients with account inquiries, transaction processing, and portfolio updates using J.P. Morgan's secure platforms
• Coordinate with internal teams to ensure seamless execution of investment strategies and compliance requirements
• Maintain accurate client records in CRM systems, ensuring data integrity and confidentiality
• Facilitate client onboarding processes, including documentation and KYC (Know Your Customer) verification
• Monitor and respond to client communications via phone, email, and in-person interactions in the San Francisco office
• Support business development efforts by preparing reports, analyzing client data, and identifying service opportunities
• Ensure adherence to J.P. Morgan Chase's risk management and regulatory standards in all client interactions
• Collaborate with cross-functional teams to resolve complex client issues efficiently
• Contribute to a positive team environment by mentoring junior associates and sharing best practices

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Minimum of 3-5 years of experience in client service roles within the financial services industry
• Series 7 and Series 66 licenses or equivalent (or willingness to obtain within 120 days of hire)
• Strong understanding of financial products, investment strategies, and regulatory compliance
• Proven track record of supporting high-net-worth clients in a wealth management environment
• Excellent organizational skills with the ability to manage multiple priorities in a fast-paced setting
• Proficiency in Microsoft Office Suite and financial software applications

Preferred Qualifications

• Experience working at a top-tier financial institution like J.P. Morgan Chase
• Advanced certifications such as CFP (Certified Financial Planner) or CFA Level I
• Bilingual proficiency, particularly in languages spoken in the San Francisco Bay Area
• Prior exposure to J.P. Morgan's proprietary wealth management platforms
• Demonstrated success in client relationship management and retention metrics

Required Skills

• Client relationship management
• Financial analysis and reporting
• Regulatory compliance knowledge (SEC, FINRA)
• CRM software proficiency (e.g., Salesforce)
• Attention to detail and accuracy
• Communication (verbal and written)
• Problem-solving and critical thinking
• Time management and prioritization
• Team collaboration
• Discretion and ethical judgment
• Technical aptitude with financial tools
• Adaptability in dynamic environments
• Customer service orientation
• Data entry and record-keeping
• Basic investment product knowledge

Benefits

• Competitive base salary plus performance-based incentives aligned with J.P. Morgan's compensation philosophy
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• 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 and mental health support
• Flexible work arrangements and relocation assistance for the San Francisco location

JP Morgan Chase is an equal opportunity employer.