Client Manager Jobs at JPMorganChase with Visa Sponsorship
Client Manager jobs at JPMorganChase sit at the intersection of relationship management and financial services, requiring strong client-facing skills and industry expertise. JPMorganChase has a well-established sponsorship infrastructure that supports international candidates across multiple visa categories for this function.
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Get Access To All JobsJob Description
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.
Job Responsibilities
- Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
Required Qualifications, Capabilities, And Skills
- A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
Investment And Insurance Products Are
- NOT FDIC INSURED
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
- SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
About us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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.
Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Job Description
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.
Job Responsibilities
- Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
Required Qualifications, Capabilities, And Skills
- A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
Investment And Insurance Products Are
- NOT FDIC INSURED
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
- SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
About us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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.
Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
See all 735+ Client Manager Jobs at JPMorganChase
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Manager Jobs at JPMorganChase.
Get Access To All JobsTips for Finding Client Manager Jobs at JPMorganChase
Align Your Credentials to Specialty Occupation Standards
JPMorganChase's H-1B filings for Client Manager roles typically require a degree in finance, business, or a related field. Make sure your credentials clearly map to the role's specialty occupation definition before you apply, as a vague degree-to-job connection is a common RFE trigger.
Target Lines of Business with Active Pipelines
Client Manager openings at JPMorganChase span Commercial Banking, Asset and Wealth Management, and Treasury Services. Focusing your search on divisions with active hiring pipelines in your city increases your odds, since sponsorship decisions are made at the business-unit level, not centrally.
Search Open Roles Through Migrate Mate
Filter Client Manager openings at JPMorganChase by visa type using Migrate Mate, which surfaces roles where sponsorship has been filed before. This helps you prioritize applications to the specific business units and locations with a demonstrated sponsorship history for this function.
Prepare for the LCA Prevailing Wage Conversation
Before you reach the offer stage, research DOL prevailing wage levels for Client Manager roles in your target city. JPMorganChase's compensation for this function varies significantly by market, and understanding where your offer lands on the wage scale helps you assess the LCA filing timeline.
Clarify Sponsorship Scope Early in Interviews
JPMorganChase's recruiting teams for client-facing roles are experienced with visa processes, but sponsorship decisions require legal and HR sign-off. Ask directly during the offer stage whether the role is approved for H-1B or E-3 sponsorship, rather than assuming client-facing positions are automatically included.
Plan Around the H-1B Cap and Fiscal Year Timing
If you need a new H-1B, JPMorganChase must register you in the USCIS lottery each March for an October 1 start. If you're already in H-1B status with another employer, a transfer has no cap or timing constraint, which makes your candidacy considerably more straightforward for their hiring team.
Frequently Asked Questions
Does JPMorganChase sponsor H-1B visas for Client Managers?
Yes, JPMorganChase sponsors H-1B visas for Client Manager roles across several of its business lines, including Commercial Banking and Asset and Wealth Management. Sponsorship is handled through the firm's legal and HR teams and is evaluated on a role-by-role basis. Client Manager positions typically qualify as specialty occupations given the degree requirements in finance or a related field.
Which visa types does JPMorganChase commonly use for Client Manager roles?
JPMorganChase files across multiple visa categories for Client Manager positions, including H-1B, H-1B1 visa for Chilean and Singaporean nationals, E-3 visa for Australian citizens, and employment-based Green Card categories such as EB-2 and EB-3 for longer-term sponsorship. The right category depends on your nationality, current status, and career stage within the firm.
What qualifications and experience does JPMorganChase expect for Client Manager roles?
Client Manager roles at JPMorganChase generally require a bachelor's degree in finance, business, accounting, or a related field, along with experience managing institutional or corporate client relationships. Familiarity with treasury, lending, or investment products is valued depending on the division. Prior experience in financial services is expected, and some roles require relevant licensing or certifications.
How do I apply for Client Manager jobs at JPMorganChase?
You can browse and apply for Client Manager roles at JPMorganChase through Migrate Mate, which filters open positions by visa sponsorship history so you can focus on roles where sponsorship has been filed before. Applications go through JPMorganChase's own recruiting process, which typically includes a recruiter screen, business-line interviews, and a formal offer before visa paperwork begins.
How do I understand the timeline from job offer to visa approval at JPMorganChase?
After an offer is accepted, JPMorganChase's legal team files a Labor Condition Application with the DOL, which typically certifies within seven business days. The I-129 petition is then filed with USCIS, with standard processing taking three to six months. Premium processing is available for a faster decision and is commonly used for time-sensitive starts in client-facing roles.