Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our ...
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our ...
Senior Client Manager, Business Insurance Marsh McLennan Agency (MMA) provides business insurance ... You will also mentor our Client Service Associates by developing their coverage knowledge. Our ...
Senior Client Manager, Business Insurance Marsh McLennan Agency (MMA) provides business insurance ... You will also mentor our Client Service Associates by developing their coverage knowledge. Our ...
The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning ...
The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning ...
Senior Client Manager, Business Insurance Marsh McLennan Agency (MMA) provides business insurance ... You will also mentor our Client Service Associates by developing their coverage knowledge. Our ...
Senior Client Manager, Business Insurance Marsh McLennan Agency (MMA) provides business insurance ... You will also mentor our Client Service Associates by developing their coverage knowledge. Our ...
Senior Client Manager, Business Insurance Marsh McLennan Agency (MMA) provides business insurance ... You will also mentor our Client Service Associates by developing their coverage knowledge. Our ...
Senior Client Manager, Business Insurance Marsh McLennan Agency (MMA) provides business insurance ... You will also mentor our Client Service Associates by developing their coverage knowledge. Our ...
Associate Client Advisor
Atlanta, GA · On-site
The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning ...
Associate Client Advisor
Atlanta, GA · On-site
The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning ...
Associate Client Advisor
Atlanta, GA · On-site
The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning ...
Associate Client Advisor
Atlanta, GA · On-site
The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning ...
Client Services Associate - Atlanta, GA Join our Atlanta Client Services Team as a Client Services Associate, where you'll play a key role in supporting both clients and advisors while keeping day-to ...
Client Services Associate - Atlanta, GA Join our Atlanta Client Services Team as a Client Services Associate, where you'll play a key role in supporting both clients and advisors while keeping day-to ...
POSITION SUMMARY Senior 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 ...
POSITION SUMMARY Senior 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 ...
POSITION SUMMARY Senior 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 ...
POSITION SUMMARY Senior 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 ...
POSITION SUMMARY Senior 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 ...
POSITION SUMMARY Senior 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 ...
Financial Advisor
$100K/yr
Experience managing client households, high-net-worth clients, or transitioning from a senior client associate role is highly valued * Must be comfortable operating in a 1099 independent contractor ...
Quick apply
Financial Advisor
$100K/yr
Experience managing client households, high-net-worth clients, or transitioning from a senior client associate role is highly valued * Must be comfortable operating in a 1099 independent contractor ...
Associate Client Partner - Retail
Atlanta, GA · On-site
$100K - $187K/yr
... Senior Client Partner, develop the account plan for effective client management. Usually, an ... Associate Manager - Client Services handles a single account or part of a large account with a P&L ...
Associate Client Partner - Retail
Atlanta, GA · On-site
$100K - $187K/yr
... Senior Client Partner, develop the account plan for effective client management. Usually, an ... Associate Manager - Client Services handles a single account or part of a large account with a P&L ...
Associate Client Partner - Retail
Atlanta, GA · On-site
$100K - $187K/yr
... Senior Client Partner, develop the account plan for effective client management. Usually, an ... Associate Manager - Client Services handles a single account or part of a large account with a P&L ...
Associate Client Partner - Retail
Atlanta, GA · On-site
$100K - $187K/yr
... Senior Client Partner, develop the account plan for effective client management. Usually, an ... Associate Manager - Client Services handles a single account or part of a large account with a P&L ...
Associate Director, Client Relationship Management & Accounting
Atlanta, GA · On-site
$38K - $48K/yr
The Associate Director is a senior, client-facing role responsible for managing complex Personal CFO engagements for ultra-high-net-worth individuals and families. This role partners closely with ...
Associate Director, Client Relationship Management & Accounting
Atlanta, GA · On-site
$38K - $48K/yr
The Associate Director is a senior, client-facing role responsible for managing complex Personal CFO engagements for ultra-high-net-worth individuals and families. This role partners closely with ...
Associate Director, Client Relationship Management & Accounting
Atlanta, GA · On-site
$38K - $48K/yr
The Associate Director is a senior, client-facing role responsible for managing complex Personal CFO engagements for ultra-high-net-worth individuals and families. This role partners closely with ...
Associate Director, Client Relationship Management & Accounting
Atlanta, GA · On-site
$38K - $48K/yr
The Associate Director is a senior, client-facing role responsible for managing complex Personal CFO engagements for ultra-high-net-worth individuals and families. This role partners closely with ...
Client Support Representative - Entry Level
Suwanee, GA · On-site
$43K - $53K/yr
Report customer feedback to Senior Management and clients, providing feedback on areas of ... Please submit your resume, and an HR associate will be in touch with you soon. #LI-Onsite
Quick apply
Client Support Representative - Entry Level
Suwanee, GA · On-site
$43K - $53K/yr
Report customer feedback to Senior Management and clients, providing feedback on areas of ... Please submit your resume, and an HR associate will be in touch with you soon. #LI-Onsite
Client Support Representative - Entry Level
Atlanta, GA · On-site
$16.25 - $21/hr
Report customer feedback to Senior Management and clients, providing feedback on areas of ... Please submit your resume, and an HR associate will be in touch with you soon. #LI-Onsite
Client Support Representative - Entry Level
Atlanta, GA · On-site
$16.25 - $21/hr
Report customer feedback to Senior Management and clients, providing feedback on areas of ... Please submit your resume, and an HR associate will be in touch with you soon. #LI-Onsite
Client Support Representative - Entry Level
Suwanee, GA · On-site
$43K - $53K/yr
Report customer feedback to Senior Management and clients, providing feedback on areas of ... Please submit your resume, and an HR associate will be in touch with you soon. #LI-Onsite
Client Support Representative - Entry Level
Suwanee, GA · On-site
$43K - $53K/yr
Report customer feedback to Senior Management and clients, providing feedback on areas of ... Please submit your resume, and an HR associate will be in touch with you soon. #LI-Onsite
Client Support Representative - Entry Level
Suwanee, GA · On-site
$15.75 - $20.25/hr
Report customer feedback to Senior Management and clients, providing feedback on areas of ... Please submit your resume, and an HR associate will be in touch with you soon. #LI-Onsite
Client Support Representative - Entry Level
Suwanee, GA · On-site
$15.75 - $20.25/hr
Report customer feedback to Senior Management and clients, providing feedback on areas of ... Please submit your resume, and an HR associate will be in touch with you soon. #LI-Onsite
Senior Client Associate information
See Georgia salary details
$24.5K - $32.5K
17% of jobs
$37.2K is the 25th percentile. Wages below this are outliers.
$32.5K - $40.5K
14% of jobs
$40.5K - $48.4K
4% of jobs
$48.4K - $56.4K
14% of jobs
The median wage is $57.5K / yr.
$56.4K - $64.4K
12% of jobs
$64.4K - $72.4K
9% of jobs
$76.6K is the 75th percentile. Wages above this are outliers.
$72.4K - $80.4K
11% of jobs
$80.4K - $88.4K
9% of jobs
$88.4K - $96.3K
6% of jobs
$96.3K - $104.3K
3% of jobs
$104.3K - $112.3K
1% of jobs
$24.5K
$62.7K
$112.3K
How much do senior client associate jobs pay per year?
What is a senior client associate?
A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.
What are the common responsibilities of a senior client associate on a day-to-day basis?
As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.
What are the key skills and qualifications needed to thrive in the senior client associate position, and why are they important?
To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.
What are popular job titles related to Senior Client Associate jobs in Georgia?
For Senior Client Associate jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Senior Client Associate jobs in Georgia look for?
The top searched job categories for Senior Client Associate jobs in Georgia are:
What cities in Georgia are hiring for Senior Client Associate jobs?
Cities in Georgia with the most Senior Client Associate job openings:

J.P. Morgan Advisors -Senior Client Associate - Atlanta, GA
Atlanta, GA • On-site
Other
Medical, Retirement
Posted 12 days ago
JPMorgan Chase & Co. rating
8.0
Based on 496 frontline employees who took The Breakroom Quiz
71st of 171 rated banks
Job description
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.
As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice. Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence. Join us in making a substantial difference in our clients' lives and the wider community.
Job responsibilities:
- Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
- Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
- Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
- Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
- Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
- Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings
- Bachelor's degree or equivalent experience
- Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
- Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
- Proactively identify and deliver appropriate solutions that address the needs of our clients
- Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
- Able to adapt and stay abreast of changing technology and regulatory policies
- Highly proficient user of Word, PowerPoint, and Excel
JPMorganChase, 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/Veterans
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About JPMorgan Chase & Co
Sourced by ZipRecruiter
Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US