J.P. Morgan Advisors - Client Service Administrator

• Job Identification
• Job Category Client Service
• Business Unit Asset & Wealth Management
• Posting Date 10/15/2026, 05:44 PM
• Locations 560 Mission St, San Francisco, CA, 94105, US
• Job Schedule Full time

Join our dynamic team as a pivotal support specialist, where your organizational prowess and attention to detail will drive seamless operations and exceptional client experiences. In this role, you'll be the backbone of our administrative functions, ensuring smooth scheduling, efficient document processing, and meticulous calendar management. Your proactive approach will safeguard against roadblocks, keeping our team informed and agile.

As a Client Service Administrator within J.P. Morgan Advisors, you will work closely with Client Associates, Wealth Advisors, management, and Middle office to create a seamless and integrated client and advisor experience. You will provide dedicated administrative support to the advisor team, ensuring smooth team operations and servicing. This role offers the opportunity to be a self-starter, act as an end-to-end owner of tasks, and work independently in a fast-paced environment.

Your attention to detail will be crucial in ensuring all follow-ups are completed in a timely manner. You will also have the chance to communicate effectively with team members while maintaining professionalism in difficult situations.

Job Responsibilities:

• Support team with administrative duties such as time and expense, scheduling of client / internal meetings, team calendar management, sending mail
• Follow up on internal document processing (e.g., account opening, money movement, wires) to provide status updates to the team and guard against roadblocks
• Oversee the administrative elements of client events (e.g., invitations, venue oversight, agendas, gift distribution, etc.)
• Oversee client account maintenance needs (order new check books, support clients with lost credit cards, username locks, etc.)
• Perform other daily administrative and operational duties that support the Wealth Advisor(s) and clients including ad hoc requests.

Required qualifications, capabilities, and skills:

• Bachelor's degree or equivalent experience
• Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
• Detail oriented to ensure all follow ups are completed in a timely manner
• Ability to communicate effectively with team members while maintaining professionalism in difficult situations
• Highly proficient user of Word, PowerPoint and Excel

FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan

Chase's review of criminal conviction history, including pretrial diversions or program entries.

JPMorgan

Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include…