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Wealth Client Associate: Onboarding & Advisory

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Next Frontier Capital
Full Time position
Listed on 2026-07-11
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Client Associate: Onboarding & Advisory Support

JPMorgan Chase & Co. in Boston is seeking a Client Associate to provide dedicated business support to Financial Advisors and clients. You will help with onboarding, account maintenance, and delivering exceptional service, while handling extensive client contact.

The role involves coordinating with Advisors to present investment options, execute trades, and support a wide range of financial products and planning tools. A fast-paced environment and strong communication are essential.

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Position Requirements
10+ Years work experience
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