JPMC
The Client Associate at J.P. Morgan Advisors delivers exceptional wealth management services to ultra-high net worth clients by providing personalized solutions and building lasting relationships. This role involves assisting Financial Advisors with account maintenance, investment recommendations, and executing trades while ensuring compliance with regulatory policies. The position requires proactive support across a diverse suite of financial products and applications to meet distinct client needs.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for JPMC.
JPMC didn’t post a salary, so this is our estimate from similar listings.
12% below the average for this role