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
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March... ...opportunities for our associates to learn, grow and enhance... ...careers.SummaryThe Senior Client Relationship Associate... ...processingOversee new client onboarding activities including...SeniorTemporary workWork at office- ...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
- ...Wealth Management Client Associate Bellevue, Washington To proceed with your application, you must be at least 18 years of age. Acknowledge... ...envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...We are seeking a Senior Client Service Associate to support one of our client's largest advisor teams and... ..., high-touch experience. Manage onboarding, account updates, cash movements, documentation... ...within financial services or wealth management. Exceptional...SeniorWork at office
$28 - $45 per hour
Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...through a personal relationship with their advisory team committed to their needs. We...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$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- 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
- Coldstream is seeking a Client Service Associate to join its Bellevue wealth management team and support advisors by handling client data, onboarding, and money-movement requests in a hybrid setting. The role emphasizes strong communication, 1-3 years in customer service...Work at officeRemote workMonday to Friday
$82k - $135.2k
Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior Join to apply for the Tax - Business Tax Services - Private Tax - Wealth... ...and transactional advisory, to some of the most influential clients. As we continue to expand, we are looking for a Senior to...SeniorWork experience placementSummer holidayFlexible hours$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- A premier wealth management firm is seeking an experienced... ...and develop a team of client service and... ...supporting a high‑performing advisory business. This is a... ...organization. Partner with senior leadership to align... ..., client onboarding support, account documentation...Senior
$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- ...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
- ...career at the pinnacle of global wealth management. Goldman Sachs is... ...possess a deep passion for client service and the markets,... ...vital in managing the intricate onboarding of new client relationships,... ...Identify opportunities for wealth advisory services for clients...SeniorWork at office
- 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
- A financial services firm in Seattle is seeking a Client Service Associate to provide operational support and enhance client communication. The... ...financial services environment. Responsibilities include onboarding client accounts, managing communications, and handling...
- Bank of America Merrill Wealth Management is hiring a Client Service Associate to support Financial Advisors and Client Associates, delivering superior service to clients while aligning with bank policies and risk controls. This role emphasizes in-office collaboration...Work at office
$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- A leading recruitment firm is seeking a Senior Family Office Wealth Advisor in Seattle. This role involves serving... ...for exceptional service, and guiding clients through wealth management processes. Requires 5+ years of advisory experience, strong financial acumen, and...SeniorWork at office
- ...prominent investment firm in Seattle is looking for a Senior Wealth Advisor to provide sophisticated financial planning... ...families. Ideal candidates will have a portable client base and at least 8 years in a lead advisory role. The firm offers a collaborative environment with...Senior
$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- ...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 Pointe...Senior
- Highland Private Wealth Management is a multi-office advisory practice with Bellevue and Ellensburg locations, seeking an experienced advisor to build and scale a personal client book while delivering comprehensive wealth management and investment guidance. The role emphasizes...SeniorWork at officeRemote work
- 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...
- Brothers Henderson Durkin, P.S. is seeking an estate planning, probate, and tax attorney to advise high-net-worth clients on sophisticated strategies, including wealth transfer and tax planning. The role focuses on designing and implementing complex estate plans and assisting...Senior
- ...Senior Wealth Advisor – Multi-Family Office A premier, rapidly growing Multi-Family Office is... ...opportunity for an Advisor with an established client base to transition into a high-caliber... ...tax and estate planning, philanthropic advisory, and family governance — to provide a...SeniorWork at office
$82k - $135.2k
A global leader in professional services is seeking a Senior in Wealth Tax Advisory to deliver high-quality advisory services to high-net-worth clients and lead complex wealth planning projects. The ideal candidate will have a Bachelor's degree, at least 3 years of relevant...Senior
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