Senior Client Associate - Wealth Advisory & Onboarding
JPMorganChase
JPMorganChase is looking for a Client Associate in Seattle to deliver exceptional wealth management services to ultra-high net worth clients. You will support Financial Advisors, providing personalized solutions and building lasting relationships. Your role involves client onboarding, investment recommendations, and utilizing JPMorgan's global resources to meet client needs. This position promises a dynamic work environment with substantial growth opportunities. #J-18808-Ljbffr JPMorganChase
- JPMorgan Chase & Co. is looking for a Client Associate in Seattle, WA, to deliver exceptional wealth management services to ultra-high net worth clients. You will... ...promptly. Responsibilities include client onboarding, maintaining accounts, and providing administrative...Suggested
$65k - $81k
Pathstone is seeking a support role for their Bellevue, WA office to assist a Client Advisory Team with client service and daily operations. Key duties involve supporting investment strategies, drafting documentation, and liaising with other professionals. The ideal candidate...SuggestedWork at office$60.5k - $90k
...Shift: Day Job Category: Client Service EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1... ...for our associates to learn, grow and enhance... ...careers. Summary The Senior Client Relationship Associate... .... Oversee new client onboarding activities including...SeniorFull timeTemporary workWork at officeFlexible hoursShift work- ...Identification 210760874 Job Category Client Advisory Business Unit Asset & Wealth Management Posting Date 06/18/2026... ...Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you... ...Responsibilities Own the client onboarding and account maintenance for new...SeniorFull timeLocal area
$25 - $44 per hour
...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and... ...envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- Client Associate At J.P. Morgan Advisors Unlock your potential as a Client Associate at J.P. Morgan... ...at the heart of delivering exceptional wealth management services to ultra-high net... .... Job Responsibilities Own the client onboarding and account maintenance for new and...SeniorLocal area
$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots... ...in accounts Plan and manage new client account onboarding process including SMA and alternative investments...SeniorTemporary workWork at officeFlexible hours$85k - $100k
...what truly matters to our clients. With a 26-year history of consistent... ..., we are an independent wealth and asset management firm... ...are seeking an accomplished Senior Associate in Client Service to join... ..., and project oversight. * Onboarding & Implementation: Lead the new...SeniorFull timeSummer workWork at office$70k - $95k
Overview Client Service & Operations Associate — Wealth Management Company: One Oak Wealth Management Location: South... ...Management is a boutique wealth advisory firm looking for an experienced... ...including operations management and senior leadership, as the firm scales. We...Work at office$25 - $44 per hour
This role supports multiple Financial Advisors by providing client service support, ensuring timely, accurate and complete client materials... ...Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services...Hourly paySeasonal workShift workDay shift- ...transform the finance industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and...SeniorWork at office
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...a personal relationship with their advisory team committed to their needs. We believe...Seasonal workWork at officeWork from homeShift workDay shift
- ...Description Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll... ...at the heart of delivering exceptional wealth management services to ultra-high net... ...Job responsibilities: Own the client onboarding and account maintenance for new and existing...SeniorLocal area
$94k - $175k
KeyCorp is seeking a Sr Fiduciary Strategist in Seattle to manage fiduciary responsibilities and advise high-net-worth clients. This role includes developing strong family relationships, facilitating estate planning, and collaborating closely with the Relationship Management...Senior- Charles Schwab is seeking a Sr. Manager, Wealth Advisor to join its esteemed Wealth Advisory team in Bellevue, Washington. This role emphasizes personalized... ...investment advisory services, allowing you to develop strong client relationships while mentoring junior team members....Senior
- Asset & Wealth Management, Private Wealth Management, Wealth Management... ...possess a deep passion for client service and the markets,... ...vital in managing the intricate onboarding of new client relationships,... ...opportunities for wealth advisory services for clients Understand...SeniorWork at office
$65k - $75k
...Client Service Associate Bellevue, WA; Menlo Park, CA; Seattle, WA Position... ...Summary Focus Partners Wealth is seeking a Client Service... ...services, including onboarding, account maintenance, distributions... ...support multiple wealth advisory teams. Focus provides team...InternshipWork at officeRemote work2 days per week$60.5k - $90k
EP Wealth Advisors in Seattle, WA is looking for a Senior Client Relationship Associate to lead client interactions and maintain strong relationships. This role involves collaborating with wealth advisory teams and contributing to client retention and satisfaction. The...SeniorFlexible hours$31.4 - $38.6 per hour
...Jones, we're a purpose-driven, client-focused team committed to... ...lead the industry in aligning wealth, passion, and purpose to help... ...documentation related to client onboarding, implementation, and on-going... ...records current Assist advisory team members coming out of client...Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours- One Oak Wealth Management in Seattle is seeking a Client Service & Operations Associate to enhance the client experience. This role is crucial in managing workflows and ensuring advisors can focus on clients. The ideal candidate will have 3-5 years in wealth management...
$83.41k - $168.59k
...The KPMG Advisory practice is at the forefront of transformation... ...number one priority. With a wealth of learning and career development... ...KPMG is currently seeking a Senior Associate, Infrastructure Project... ...for both public and private clients Master's degree from an accredited...SeniorFull timeContract workH1bLocal area- ...J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...
- Liberty Personnel Services, Inc. is seeking a qualified JD to advise clients on estate and wealth transfer strategies, draft legal documents such as wills and trusts, and assist with tax-efficient succession planning. Candidates should have at least 4 years of experience...Senior
- ...Forbes Top 100 nationally ranked investment advisory firm with over $4.7B in AUM is growing!... ...business. This firm always puts their client’s best interest first. The advisors and... ...are currently seeking an entrepreneurial Senior Wealth Advisor to join their newly opened...SeniorWork at office
- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...building long-term relationships with clients. The role partners closely with high-... ...information on Beacon Pointe's wealth advisory services, please visit: . About Beacon...Senior
- RBC Capital Markets, LLC is looking for a Client Associate/Registered Client Associate in Seattle. This role emphasizes client relationships, compliance, and operational excellence while providing growth opportunities. You will manage account inquiries, ensuring top-notch...
- Wealth Management Professional Accelerate your career at the pinnacle of global wealth management... ...who possess a deep passion for client service and the markets, coupled with an... ...services. Identify opportunities for wealth advisory services for clients. Understand client...SeniorWork at office
- ...Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth... ...needs of ultra-high-net-worth (UHNW) clients. Such a candidate may be located... ...standards of client service. Guidance to advisory teams and clients as to family...SeniorWork at officeRemote work
- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular... ...MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including...Work at officeLocal area
$65k - $85k
UBS is seeking a full-time Client Service Associate in Bellevue, Washington. This role involves maintaining client information systems, educating clients about account services, and preparing materials for client meetings. Ideal candidates will have 1-3 years of experience...Full time
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