JPMorgan Chase & Co.
New Client Onboarding Advisor - Associate
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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.
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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 prioritize 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
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.
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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 [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about requesting an accommodation.
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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