Wealth Management Client Specialist
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-06-24
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
JPMorgan Chase is looking for a Client Associate to join their team in Seattle, WA. In this role, you'll support Financial Advisors in delivering wealth management services to ultra-high net worth clients. Your tasks will include client onboarding, account maintenance, and executing investment trades.
The ideal candidate holds a Bachelor’s degree and is expected to obtain Series 7 & 66 licenses. You will thrive in a fast-paced environment, proactively addressing client needs while maintaining professionalism. Embrace this opportunity to make a substantial difference in our clients' financial well-being.
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