JPMC
The Client Associate provides dedicated business support to Financial Advisors and their clients within J.P. Morgan Advisors, focusing on establishing and maintaining strong client relationships. This role involves managing client onboarding, account maintenance, and executing investment transactions while ensuring compliance with regulatory standards. The position requires proactive communication with clients and internal teams to deliver exceptional service and tailored financial solutions.
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.
9% below the average for this role