J.P. Morgan Advisors - Senior Client Associate - Seattle, WA

Client Associate – JPMorgan Advisors

Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you will deliver exceptional wealth management services to ultra‑high net‑worth clients. Join our dynamic and growing team, working closely with Financial Advisors to provide personalized solutions and build lasting relationships. With a commitment to career growth and mobility, you’ll develop your skills in a fast‑paced environment, supported by the global resources of one of the world’s most respected financial firms.

Embrace the challenge of shaping the future of client service, delivering high‑quality support and innovative financial solutions.

• Own client onboarding and account maintenance for new and existing clients, interacting with clients to collect account‑specific information, obtain account documents and financials, and provide investment quotes while complying with regulatory and firm policies and procedures.
• Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed‑income trades, and private investments.
• Provide support across a diverse suite of products and applications, including Advisor Services, Wealth Planning & Advice, Goal‑Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JPMorgan Online and mobile suite.
• Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio‑review preparation, ad‑hoc requests, and attending client meetings.
• Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm.
• Proactively support firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings.

• Bachelor’s degree or equivalent experience.
• Series 7 and Series 66 licenses upon hire, or must successfully obtain within 180 days from start date.
• Proven ability to be a self‑starter, act as an end‑to‑end owner of tasks and work independently in a fast‑paced environment.
• Proactive identification and delivery of appropriate solutions that address clients’ needs.
• Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations.

• Adaptability and staying abreast of changing technology and regulatory policies.
• Highly proficient with Word, PowerPoint, and Excel.

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Commission‑based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity.
• Comprehensive health care coverage, on‑site health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.

Base Pay/Salary: $80,168.40 – $99,900.00 (Seattle, WA)

We are an equal‑opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.