JPMC
The Client Associate at J.P. Morgan Advisors delivers exceptional wealth management services to ultra-high net worth clients by collaborating with Financial Advisors to provide personalized financial solutions. This role involves managing client onboarding, account maintenance, and investment transactions while ensuring compliance with regulatory standards. The position requires proactive communication with clients and internal teams to foster strong relationships and support the firm's wealth management goals.
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.
39% above the average for this role