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Wealth Management Client Associate - Onboarding & Solutions

Job in Chicago Heights, Cook County, Illinois, 60411, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Chicago Heights is seeking a Client Associate to deliver exceptional wealth management services to ultra-high net worth clients. In this role, you will assist Financial Advisors by managing client onboarding, account maintenance, and providing personalized investment solutions. The ideal candidate will have a Bachelor's degree, be a proactive self-starter, and possess effective communication skills.

This position offers the opportunity to develop in a dynamic and supportive environment while making a significant impact on clients' financial well-being.
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Position Requirements
10+ Years work experience
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