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Financial Services Financial Advisor

Senior Client Associate - Wealth Advisory & Onboarding

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Job Description & How to Apply Below
A leading financial institution is seeking a Senior Client Associate in Boston to provide dedicated support to Financial Advisors and clients. The role requires a Bachelor's degree and the ability to handle client onboarding, and interactions while delivering excellent service. Preferred skills include effective communication and proficiency in Microsoft Office tools. Competitive compensation and benefits are included, with a focus on diversity and inclusion in the workplace.
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Position Requirements
10+ Years work experience
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