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Jp Morgan Client Service Associate Jobs (NOW HIRING)

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while ... Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan ...

Client Service Associate

Charlotte, NC · On-site

$14 - $19.50/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while ... Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan ...

Client Service Associate

Plano, TX · On-site

$13.50 - $18.75/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while ... Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan ...

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Jp Morgan Client Service Associate information

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How much do jp morgan client service associate jobs pay per hour?

As of May 29, 2026, the average hourly pay for jp morgan client service associate in the United States is $17.14, according to ZipRecruiter salary data. Most workers in this role earn between $13.94 and $19.23 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a JP Morgan Client Service Associate, and why are they important?

To thrive as a JP Morgan Client Service Associate, you need strong financial acumen, attention to detail, and a bachelor's degree in finance, business, or a related field. Familiarity with banking platforms, CRM systems, and financial software is typically required, along with knowledge of compliance regulations. Excellent interpersonal skills, problem-solving abilities, and professionalism help build client trust and resolve issues efficiently. These skills ensure high-quality client support, compliance, and the maintenance of strong client relationships in a competitive financial environment.

What are some common challenges faced by a JP Morgan Client Service Associate, and how can they be overcome?

As a JP Morgan Client Service Associate, one of the most common challenges is balancing the need to provide timely, accurate responses to client inquiries while managing a high volume of requests. Associates often work with sensitive financial information and must ensure compliance with internal policies and regulatory requirements. Developing strong organizational skills, leveraging internal resources and support, and proactive communication with both clients and internal teams can help overcome these challenges. Regular training and staying updated on new products or processes also contribute to success in the role.

What does a JP Morgan Client Service Associate do?

A JP Morgan Client Service Associate acts as the primary point of contact for clients, assisting them with account inquiries, resolving issues, and providing support for banking and investment products. They work closely with relationship managers and other internal teams to ensure clients receive efficient and high-quality service. Their responsibilities include processing transactions, handling documentation, and ensuring compliance with regulations. Strong communication and problem-solving skills are essential in this client-facing role.

What is the difference between Jp Morgan Client Service Associate vs Jp Morgan Financial Advisor?

AspectJp Morgan Client Service AssociateJp Morgan Financial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like Series 7 or 63 may be preferredRequires FINRA licenses (Series 7, 63), bachelor's degree, and often CFP certification
Work EnvironmentSupportive role within client service teams, handling account inquiries and administrative tasksClient-facing role involving financial planning, investment advice, and portfolio management
Employer & Industry UsageCommonly employed at Jp Morgan in banking and wealth management divisionsEmployed at Jp Morgan or other financial firms, focusing on personalized financial advice

In summary, Jp Morgan Client Service Associates primarily handle administrative and client support tasks, requiring basic financial certifications, while Jp Morgan Financial Advisors focus on providing investment advice and financial planning, requiring advanced licenses and certifications. Both roles are integral to Jp Morgan's client services but differ in responsibilities and qualifications.

More about Jp Morgan Client Service Associate jobs
What cities are hiring for Jp Morgan Client Service Associate jobs? Cities with the most Jp Morgan Client Service Associate job openings:
What job categories do people searching Jp Morgan Client Service Associate jobs look for? The top searched job categories for Jp Morgan Client Service Associate jobs are:
Infographic showing various Jp Morgan Client Service Associate job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $35,647 per year, or $17.1 per hour.
J.P. Morgan Advisors - Senior Client Service Associate - Dallas, TX

J.P. Morgan Advisors - Senior Client Service Associate - Dallas, TX

Chase

Dallas, TX • On-site

Full-time

This job post has expired today. Applications are no longer accepted.


JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 466 frontline employees who took The Breakroom Quiz

45th of 141 rated banks


Job description

Sr. Client Service Associate

J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.

As a Sr. Client Service Associate with J.P. Morgan Advisors, you will be the primary point of contact for all deposit account service-related needs of a J.P. Morgan Advisors client. You will be responsible for establishing, maintaining and building client relationships. You will work in a team-oriented environment with Financial Advisors, Sales Associates, Product Management, Middle Office and operations teams to deliver a seamless and integrated client experience across all deposit products.

Job Responsibilities:

  • Provide high quality, high touch service to J.P. Morgan Advisors clients across the deposit product offering.
  • Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
  • Research, follow-up and resolve client inquiries and problems through effective interaction with clients, advisors, product partners, branch/operations areas and other staff in a timely and professional manner
  • Manage general account inquiries and maintenance, including but not limited to transactions, balance, address changes and signer changes
  • Coordinate and follow through on account inquiry, transaction and maintenance requests across products and services including account opening and funding, USD and foreign currency monetary transactions, credit drawdowns/paydowns, credit and debit card requests, statement requests, tax reporting inquiries and support of online service.

Required qualifications, capabilities, and skills:

  • FINRA Series 7 and Series 63 licenses required (or must obtain within 120 days of employment)
  • Ability to work both independently and as a team player
  • Excellent communication skills, both written and oral
  • Ability to multi-task and manage priorities effectively
  • Ability to adapt to a rapidly changing business and technology environment
  • Exceptional problem-solving skills
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet and ability to learn proprietary software and databases

Preferred qualifications, capabilities, and skills:

  • College degree or equivalent experience
  • Financial services and/or banking industry experience
  • 3-5 years of client service experience

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