채용
You'll join a high-performing, growing team in a fast-paced environment, helping deliver a best-in-class onboarding experience for JPMorgan Chase 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 requirements.
- Ensure AML/KYC requirements are completed accurately and on time by capturing due diligence in relevant systems, maintaining accurate client profiles, and driving completion at the start of the relationship.
- Apply strong judgement on risk by assessing complex client structures, flagging issues early, and escalating to Compliance where required.
- Act as the onboarding SME, translating requirements into practical next steps for client-facing teams and staying current on regulatory and policy changes.
Required Qualifications, Capabilities and Skills
- Fluent in English (written and spoken).
- AML/KYC experience, or a 2:1 degree (or above) in any discipline - we value intellectual curiosity over a specific subject.
- Clear, confident communicator with strong attention to detail; able to advise and influence clients, bankers and internal partners.
- Highly organized and analytical, able to priorities effectively and apply a structured approach to problem-solving and decision-making.
- Strong risk and controls mindset, able to spot issues early, think laterally and articulate the wider context and impact.
- Client-focused and delivery-driven, comfortable working at pace, managing multiple onboarding requests and maintaining momentum through to completion.
- Collaborative and consultative, able to navigate a complex organization, understand stakeholder needs and proactively drive solutions.
- Additional languages (advantageous): French, German, Russian, Spanish, Arabic, Greek or a Nordic language.
Why Join Us
- Global exposure
- Accelerated learning
- Meaningful work from day one
- Culture of excellence: a collaborative, intellectually rigorous environment that rewards initiative and curiosity
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
ABOUT THE TEAM
J.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.
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0
총 지원 클릭 수
0
모의 지원자 수
0
스크랩
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JPMorgan Chase 소개

JPMorgan Chase
PublicJPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.
300,000+
직원 수
New York City
본사 위치
$500B
기업 가치
리뷰
3.8
10개 리뷰
워라밸
3.5
보상
4.0
문화
3.8
커리어
3.2
경영진
2.8
68%
친구에게 추천
장점
Good benefits and compensation
Supportive colleagues and environment
Flexible work arrangements
단점
Long hours and heavy workload
Management issues and lack of direction
High stress and expectations
연봉 정보
44개 데이터
Junior/L3
Mid/L4
Senior/L5
Junior/L3 · Analytics Solutions Associate
1개 리포트
$139,000
총 연봉
기본급
$107,000
주식
-
보너스
-
$139,000
$139,000
면접 경험
4개 면접
난이도
3.0
/ 5
소요 기간
14-28주
합격률
50%
경험
긍정 25%
보통 75%
부정 0%
면접 과정
1
Application Review
2
HR Screen
3
Hiring Manager Interview
4
In-person/Final Interview
5
Offer
자주 나오는 질문
Behavioral/STAR
Past Experience
Culture Fit
Financial Knowledge
Case Study
뉴스 & 버즈
JPMorgan Chase & Co. (NYSE:JPM) Shares Down 1% - Here's Why - MarketBeat
MarketBeat
News
·
2d ago
JPMorganChase adding 400 jobs in Charlotte as part of consolidation - Queen City News
Queen City News
News
·
2d ago
SPONSORED How JPMorganChase is scaling support for small businesses - Axios
Axios
News
·
2d ago
JPMorgan Chase adds Matthews to its growing list of Charlotte-area branches - The Business Journals
The Business Journals
News
·
2d ago