Client Associate Jobs at JPMorganChase with Visa Sponsorship
Client Associate jobs at JPMorganChase span its wealth management and retail banking divisions, where professionals work with clients on financial planning, account services, and investment support. The firm has an established visa sponsorship process for this function, making it a realistic target for internationally qualified candidates.
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Get Access To All JobsJOB DESCRIPTION
As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service related needs of a Private Banking client. This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products.
Job responsibilities
- Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
- Adhere to and maintain the firm’s controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
- Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
- Review and identify potential business opportunities for clients to engage in additional products, services, and digital platform.
Required qualifications, capabilities, and skills
- FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position
- Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
- Ability to fluently communicate (written and verbal) in Portuguese
- 3+ years of experience in the investment management industry
Preferred qualifications, capabilities, and skills
- College degree or equivalent client service experience preferred
- Experience with a wide array of financial products preferred
About us
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
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.
JOB DESCRIPTION
As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service related needs of a Private Banking client. This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products.
Job responsibilities
- Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
- Adhere to and maintain the firm’s controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
- Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
- Review and identify potential business opportunities for clients to engage in additional products, services, and digital platform.
Required qualifications, capabilities, and skills
- FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position
- Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
- Ability to fluently communicate (written and verbal) in Portuguese
- 3+ years of experience in the investment management industry
Preferred qualifications, capabilities, and skills
- College degree or equivalent client service experience preferred
- Experience with a wide array of financial products preferred
About us
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
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.
See all Client Associate Jobs at JPMorganChase
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Associate Jobs at JPMorganChase.
Get Access To All JobsTips for Finding Client Associate Jobs at JPMorganChase
Align your credentials to FINRA requirements early
JPMorganChase Client Associates often need Series 7 and Series 66 licenses. Start your licensing process before your job search, since sponsorship timelines and visa status changes can complicate exam eligibility windows once you're mid-offer.
Target wealth management branches over retail
Client Associate roles in JPMorganChase's Private Bank and Advisor Services divisions tend to have stronger specialty occupation arguments under USCIS standards than general branch roles, making H-1B or E-3 sponsorship more straightforward to file and defend.
Confirm sponsorship intent before final interview rounds
JPMorganChase routes sponsorship approvals through central HR, not individual hiring managers. Ask your recruiter directly whether the specific role and business line is approved for visa sponsorship before investing time in later interview stages.
Understand the LCA filing timing for your start date
Your employer must file a certified Labor Condition Application with the DOL before USCIS can process your H-1B or E-3 petition. LCA certification typically takes seven business days, so factor that into your expected start date conversation with your JPMorganChase recruiter.
Use Migrate Mate to find open Client Associate roles
Filtering for visa-sponsoring employers manually is time-consuming. Migrate Mate surfaces Client Associate openings at JPMorganChase specifically verified for sponsorship history, so you can prioritize applications to roles where a path forward actually exists.
Prepare a degree equivalency letter if you hold a three-year credential
If your bachelor's degree is from a three-year program outside the U.S., get a credential evaluation through a NACES-member service before your offer stage. USCIS requires this documentation to satisfy the specialty occupation degree requirement for financial services roles.
Frequently Asked Questions
Does JPMorganChase sponsor H-1B visas for Client Associates?
Yes, JPMorganChase sponsors H-1B visas for Client Associate roles, particularly within its wealth management and advisory services divisions where the specialty occupation standard is easier to support. Sponsorship is managed centrally through JPMorganChase's HR and immigration team, so approval depends on the specific business line and role level, not individual manager discretion. Confirming sponsorship eligibility with your recruiter early in the process is the most reliable way to avoid late-stage surprises.
Which visa types does JPMorganChase commonly use for Client Associate roles?
JPMorganChase files sponsorship across several nonimmigrant and immigrant visa categories for Client Associates. H-1B is the most common route for candidates from most countries, while Australian citizens can pursue the E-3 visa, which has no lottery and is generally faster to obtain. H-1B1 visa is available for Chilean and Singaporean nationals. For candidates seeking permanent residence, JPMorganChase also files EB-2 and EB-3 Green Card petitions for qualifying employees in this function.
How do I apply for Client Associate jobs at JPMorganChase?
You can apply through JPMorganChase's careers portal at careers.jpmorgan.com. Search for 'Client Associate' and filter by location and business line. Migrate Mate also lists open Client Associate positions at JPMorganChase with verified sponsorship history, which makes it easier to identify roles where international candidates have a realistic path. Tailor your application to highlight relevant financial services experience, client-facing skills, and any FINRA licenses you hold or are pursuing.
What qualifications does JPMorganChase expect for Client Associate roles?
Most Client Associate positions at JPMorganChase require a bachelor's degree in finance, business, economics, or a related field. Candidates who already hold or are pursuing FINRA Series 7 and Series 66 licenses are strongly preferred, particularly for roles in Advisor Services or the Private Bank. Prior experience in financial services, client relationship management, or wealth management operations gives your application a clear advantage over general business backgrounds.
How do I understand the sponsorship timeline for a Client Associate offer at JPMorganChase?
For H-1B sponsorship, USCIS opens registration in March for an October 1 start date, so timing your offer and onboarding around that cycle matters. The E-3 visa for Australian citizens moves faster since there's no lottery and consular appointments in Australia can often be scheduled within a few weeks. In both cases, JPMorganChase's immigration team handles the petition preparation, but you should expect at least four to eight weeks between offer acceptance and an approved filing.