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Senior Wealth Client Associate

Job in Palo Alto, Santa Clara County, California, 94306, USA
Listing for: Next Frontier Capital
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below

JPMorgan Chase's JPMorgan Advisors in the United States is seeking a Client Associate to support Financial Advisors and deliver a seamless wealth management experience for ultra-high net worth clients. You will assist with onboarding, account maintenance, investment quotes, and coordination across teams to ensure compliant, high-quality service.

The role emphasizes client relationships, proactive problem solving, and professional communication in a fast-paced environment, with access to global

Our organisation is growing, and we are hiring a Senior Wealth Client Associate in Palo Alto, CA, United States.

This role, Senior Wealth Client Associate at Next Frontier Capital, could be your next move.

Are you ready to take on the Senior Wealth Client Associate role at Next Frontier Capital?

We would love to welcome a new Senior Wealth Client Associate to our team in Palo Alto, CA, United States.

Position Requirements
10+ Years work experience
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