Client Associate Jobs at JPMorganChase with Visa Sponsorship
JPMorganChase hires Client Associates across its wealth management and retail banking divisions, working 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 JobsINTRODUCTION
Are you a self-starter with a passion for Sales and Commercial Real Estate, thriving in competitive environments and engaging confidently with clients? If so, the Commercial Term Lending team is just what you’re looking for! Join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team, where the CTL Group's entrepreneurial spirit and professional development opportunities await.
As a Client Associate within the Commercial Term Lending team, you will have a relentless internal drive to succeed, a laser focus on providing a best-in-class client experience and the understanding that honing your inherent Sales/Business Development skills is the key to success and advancement.
ROLE AND RESPONSIBILITIES
- Develop strong business relationships through proactive calling of prospects, engaging in consistent networking and seeking referrals
- Act as an integral part of creating marketing strategy, and hold responsibility for implementing the marketing plan which includes direct mailings, thought leadership digital mailings, and proprietary client events
- Interact with clients by seeking to understand their individual business needs and offering creative ways for them to successfully maintain and grow their real estate portfolio
- Analyze commercial multifamily real estate cash flow and valuation
- Model various financial assumptions to select the best mortgage product for the client
- Set expectations with the client and review process and timeline from pre-approval through the funding of the loan
- Drive the loan package through the process by assessing status and leveraging internal business partners
BASIC QUALIFICATIONS
- Minimum of 2 years of professional experience within a commercial real estate firm or other area of financial services (Investment Management, Commercial Banking, Business Banking or Insurance)
- Strong desire to be a contributing member on a sales team or an independent producer
- Strong understanding of financial concepts required, including being highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint and Outlook) with strong analytical skills
- Excellent time management, verbal communication and presentation skills
- Enthusiastic, self-motivated, ambitious, team player
- Professional, thorough, organized and detail oriented; able to follow standard operating policies and procedures
- Able to identify new sources of business by researching industry and related events, publications, and announcements
PREFERRED QUALIFICATIONS
- A college degree with a major in a related field or commensurate experience in the financial services industry
- Experience cold calling
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’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
INTRODUCTION
Are you a self-starter with a passion for Sales and Commercial Real Estate, thriving in competitive environments and engaging confidently with clients? If so, the Commercial Term Lending team is just what you’re looking for! Join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team, where the CTL Group's entrepreneurial spirit and professional development opportunities await.
As a Client Associate within the Commercial Term Lending team, you will have a relentless internal drive to succeed, a laser focus on providing a best-in-class client experience and the understanding that honing your inherent Sales/Business Development skills is the key to success and advancement.
ROLE AND RESPONSIBILITIES
- Develop strong business relationships through proactive calling of prospects, engaging in consistent networking and seeking referrals
- Act as an integral part of creating marketing strategy, and hold responsibility for implementing the marketing plan which includes direct mailings, thought leadership digital mailings, and proprietary client events
- Interact with clients by seeking to understand their individual business needs and offering creative ways for them to successfully maintain and grow their real estate portfolio
- Analyze commercial multifamily real estate cash flow and valuation
- Model various financial assumptions to select the best mortgage product for the client
- Set expectations with the client and review process and timeline from pre-approval through the funding of the loan
- Drive the loan package through the process by assessing status and leveraging internal business partners
BASIC QUALIFICATIONS
- Minimum of 2 years of professional experience within a commercial real estate firm or other area of financial services (Investment Management, Commercial Banking, Business Banking or Insurance)
- Strong desire to be a contributing member on a sales team or an independent producer
- Strong understanding of financial concepts required, including being highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint and Outlook) with strong analytical skills
- Excellent time management, verbal communication and presentation skills
- Enthusiastic, self-motivated, ambitious, team player
- Professional, thorough, organized and detail oriented; able to follow standard operating policies and procedures
- Able to identify new sources of business by researching industry and related events, publications, and announcements
PREFERRED QUALIFICATIONS
- A college degree with a major in a related field or commensurate experience in the financial services industry
- Experience cold calling
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’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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Get Access To All JobsTips for Finding Client Associate Jobs at JPMorganChase Jobs
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.
Client Associate at JPMorganChase jobs are hiring across the US. Find yours.
Find Client Associate at JPMorganChase JobsFrequently 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, which has no lottery and is generally faster to obtain. H-1B1 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.
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