New Client Onboarding Advisor - Associate

Job description

You’ll join a high-performing, growing team in a fast-paced environment, helping deliver a best-in-class onboarding experience for JPMorganChase Asset & Wealth Management. Wealth Management is part of our Asset & Wealth Management business, which oversees $2.4 trillion in assets under management. As a New Client Onboarding Advisor Associate, your focus is the client experience: making onboarding clear and efficient. You will own the end-to-end onboarding journey, setting clear documentation requirements, keeping clients and bankers informed, and ensuring full compliance with AML and KYC standards. You’ll gain exposure to complex client structures and the way wealth is managed at the highest level, while building transferable skills that can support a career across operations, client service and product. Job Responsibilities: - Deliver a seamless onboarding experience for clients and bankers by owning the end-to-end account opening journey from first request through to readiness to trade. - Guide clients through documentation, advising internal and external stakeholders on what’s needed and reviewing legal, tax and account-opening documents to meet regulatory and internal requiremen...