Asset Management - Internal Client Advisor - Associate
Chase
Internal Client Advisor AssociateJPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies – equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies to help navigate dynamic markets. Our renowned value-added tools assist clients in realizing their retirement objectives by getting invested, staying invested, and investing with less emotion.Job Summary:As an Internal Client Advisor Associate within the Asset Management team, you will be responsible for helping financial advisors understand the complexities of capital markets and offering timely solutions. You will play a key role in marketing mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate your passion for the financial industry.Job Responsibilities:Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMorgan value propositionProvide superior client service by being responsive, thoughtful and making the clients' needs the focusLeverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly wayPartner with Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territory's sales goalsDemonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling and lead generationConvey the thought leadership of our Market Insights team to aid clients' understanding of the ever-changing market landscapeAssist financial advisors in constructing strong risk-adjusted portfolios by leveraging the knowledge and analytics of our Portfolio Insights teamRequired Qualifications, Capabilities, and SkillsBachelor's degreeSelf-starter with passion for sales and the financial marketsProven results shown through sustainable achievement in a competitive environmentAbility to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplaceCapacity to build relationships across entire organization and with our partner firmsSeries 7 and Series 63Preferred Qualifications, Capabilities, and skillsTwo years of financial service experience preferred and/or related sales leadership experienceAbout UsJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/VeteransAbout the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
$65k - $85k
...efficient time allocation for internal priorities and client meetings. Anticipate... ...proactively resolve them. Manage the Building Security Submission... ...activities The team The Client Associate - Executive Assistant... ...We also provide diversified asset management solutions and focused...AssetFull timeWork at officeFlexible hours$75k - $85k
...Silvercrest Asset Management Group LLC is a leading independent... ...investment advisor offering bespoke asset... ...investors. Silvercrest’s client-centric approach emphasizes... ...organized Client Associate to support a... ...client information on internal systems such as APX,...Asset$80k - $110k
...alternative investment management firm focused on... ...outperformance for sophisticated clients via our Systematic,... ..., across all major asset classes, with a significant... ...June 2026 To provide associate level support for the... ...and work with various internal stakeholders on...AssetLocal areaFlexible hours- ...Client Account Manager Join J.P. Morgan Asset Management, where your expertise as a Client Account Manager will... ...Ability to develop strong client and internal relationships and an in-depth... ...Management provides individuals, advisors and institutions with strategies...Asset
$25 - $27.18 per hour
Summary As the Asset Management Distribution & Client Experience Associate, you will play a dynamic, cross-functional role supporting... .... Working closely with our Advisor Consultant teams, you will help... ...onboarding coordinating across internal teams as needed Connect advisors...AssetHourly payFull timeWork experience placement- The Private Wealth Client Associate is a client-facing role... ...Neuberger's Private Wealth Management business. The Client... ..., trade activity, asset transfers, statement... ...materials for internal and external clients... ...Portfolio Managers, Wealth Advisors and clients Ability...AssetWork at officeLocal area
$65k - $75k
...Savvy Wealth Wealth management is a $545 billion... ...work. 75% of advisors offer no digital... ...percentage of the assets they manage. In return... ...platform and client portal, an in-house... ...picture. Internally, everyone at Savvy... ...experienced Senior Client Associate who is ready to...Asset$42.95k - $68.67k
...We Are Lenox Advisors brings together sophisticated... ...in wealth management and insurance... ...the new policy and client service processes.... ...The Client Services Associate must provide... ...Appointments and works with internal contracting and... ...individual asset management applications...AssetWork at office$98.96k - $148.44k
...$148,440.00Category: Private Client Coverage, WealthCompany: CitiThis... ..... This role requires internal collaboration partnering with... ...safeguarding the firm's reputation and assets (Citigroup, clients) by... ...judgment, and escalating, managing, and transparently reporting...AssetFull time$98.96k - $148.44k
...plays a pivotal role impacting the client experience.. This role requires internal collaboration partnering with... ...safeguarding the firm's reputation and assets (Citigroup, clients) by ensuring... ...ethical judgment, and escalating, managing, and transparently reporting control...AssetFull time- Investment Management firm based in Manhattan is seeking a Client Services Associate to join their Client Services department. The Client... ...that are not carried on our internal portfolio accounting system,... ...firm. Compile the firm’s AUM (assets under management) and AUA (assets...AssetFull timeWork at office
- ...your typical investment management firm. With over $3 billion in assets under management and a... ...how financial advisors are supported. Headquartered... ...Now Hiring: Dedicated Client Services Associate About the Role Are you... ...all client-facing and internal processes. What you Bring...AssetFull timeTemporary workWork at officeImmediate startFlexible hoursShift work
$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service... ...and supporting Financial Advisors with client service,... ...ACH, account updates, asset movement, and other operational... .... Coordinate with internal partners across...AssetFull timeWork at office- ...collaborative culture, institutional client base, and commitment to... ...Role The Client Services Associate will play a key role in... ...investor records Work closely with internal teams to ensure accurate and... ..., or operations within asset management, hedge funds, or financial services...AssetWork at office
$67k - $80k
...planning and wealth management firm based in New York City, with clients nationwide. We... ...over $900 million in assets. While we are... ...not of any single advisor. We believe in the... ...a Client Service Associate (CSA) at Christopher... ...Visit Our Website Internal Application Policy...AssetWork experience placementWork at office$100k - $110k
...unit within Hightower Advisors, established in 1988. Treasury... ...comprehensive wealth management, customized portfolio... ...and services over 300 clients globally with over $22 billion in client assets. Treasury Partners has... ...company, opportunities for internal growth and career...AssetPermanent employmentWork at officeLocal area- ...Silvercrest Asset Management Group is seeking a highly organized Client Associate to support a portfolio manager and client team with account administration and client service. The role requires strong follow up and communication, professionalism, and comfortable collaboration...Asset
- Manning & Napier Advisors, LLC is seeking an Asset Management Distribution & Client Experience Associate to support both Asset Management Sales and Client Service. You will work cross-functionally with Advisor Consultants, Client Services, Marketing, Product, and Operations...Asset
$100k - $170k
...4Team OverviewGoldman Sachs Asset Management's Quantitative Equity Solutions... ..., Institutional and Retail clients. As a focal point for one of... ...sales personnel, financial advisors and clients with the goal of... ...strategies to both internal and external clients of the...AssetFull timeTemporary workPart time$65k - $85k
...people? We’re looking for a Registered Client Associate to: Keep management systems up-to-date with client... ...their financial goals through Financial Advisors who deliver products and services... ...Switzerland. We also provide diversified asset management solutions and focused...AssetFull timeWork at officeFlexible hours- ...Full Time Key responsibilities keep management systems up-to-date with client information educate clients on... ...the River Oaks office. As a Client Associate, you’ll be an integral part of our... ...Switzerland. We also provide diversified asset management solutions and focused...AssetFull timeWork at officeFlexible hours
- ...to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients... ...bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities...AssetFull timeWork at officeFlexible hours
$75k - $95k
...Wealth is Neuberger’s direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth... ...in the industry. The Client Associate / Senior Associate will... ...clients and an experienced Wealth Advisor Team. This role enhances the...AssetWork at officeLocal areaShift work- ...701467 Job Category Advisors Business Unit Consumer... ...for helping our clients, taking care of our employees... ...in Chase Wealth Management, you will offer comprehensive... ...has ~$400 billion in assets under management and ~... ...growth and mobility internally empowers us to deliver...AssetFull time
- ...J.P. Morgan Wealth Management – Private Client Advisor - Midwood, Brooklyn, NY (Bilingual Hebrew) Brooklyn... ...business has ~$400 billion in assets under management and ~4,000 advisors... ...that fostering growth and mobility internally empowers us to deliver the exceptional...AssetFull time
$100k - $120k
...Internal Sales Consultant - West Coast Region... ...Corporate title: Associate Department: Nomura Capital Management Location: New York... ...impact on our clients. The Role Our... ...partnering with wealth advisors and financial... ...ability to raise assets and grow market presence...AssetFull time- ...), is a division within J.P. Morgan Asset Management focused on providing customized fixed... ...solutions are delivered to clients through mutual funds, as well as, separately... ...Program Analyst - Global Liquidity (Internal Client Advisor) you will beresponsible for partnering...AssetTemporary work
- 2026 Equity Sales Intern - Brazil Candidates are limited to one application per recruiting... ...and trading, research, and wealth and asset management services. With more than 40 offices... ...to gain insight into a global, client-focused investment bank and experience...AssetInternshipLocal areaImmediate start
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco... ...and operational support to advisor teams. The ideal candidate is... ...Manage cash balances and daily asset transfers in accounts Plan and...AssetWork at office$150k - $225k
...financing, clearing, and risk management solutions to hedge... ..., and OTC markets. Associates serve as the primary... ...professionals at these clients managing client relationships... ..., delivering cross-asset solutions, and... ...onboarding and adoption of internal reporting and trading...AssetFull timeTemporary workPart time
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