Client Services Consultant Jobs at JPMorganChase with Visa Sponsorship
Client Services Consultant jobs at JPMorganChase sit at the intersection of financial services operations and client relationship management, supporting institutional and retail clients across a global platform. JPMorganChase has a well-established visa sponsorship process for this function, making it a realistic target for internationally trained candidates.
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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 120 days as a condition of employment
- If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essentials (SIE) exam
- A valid and active Series 66 (or 63/65) and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
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 120 days as a condition of employment
- If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essentials (SIE) exam
- A valid and active Series 66 (or 63/65) and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
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 636+ Client Services Consultant Jobs at JPMorganChase
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Services Consultant Jobs at JPMorganChase.
Get Access To All JobsTips for Finding Client Services Consultant Jobs at JPMorganChase
Align your credentials to U.S. financial services standards
JPMorganChase evaluates Client Services Consultants against industry-recognized benchmarks. If your degree or certifications came from outside the U.S., get a credential evaluation that maps your qualifications to U.S. equivalents before you apply.
Target JPMorganChase's operational hubs strategically
Client Services Consultant openings at JPMorganChase concentrate in specific metros like Columbus, Wilmington, and Tampa. Filtering your search by these locations increases your odds of finding roles with active headcount and sponsorship capacity.
Understand which visa fits your nationality before applying
JPMorganChase sponsors multiple nonimmigrant visa types, including H-1B, E-3, and H-1B1 visa. Australian and Singapore or Chilean nationals can sidestep the H-1B lottery entirely by pursuing the E-3 or H-1B1 pathway, which JPMorganChase has filed under previously.
Find open Client Services Consultant roles using Migrate Mate
Searching broadly across job boards buries sponsorship-friendly listings. Use Migrate Mate to filter JPMorganChase's open Client Services Consultant positions by visa type, so you're only applying where sponsorship is confirmed and realistic.
Ask about LCA timing during the offer stage
Before JPMorganChase can file your H-1B petition, the company must certify a Labor Condition Application with the DOL. Ask your recruiter or HR contact early whether this step is already underway, since LCA processing affects your start date.
Prepare for USCIS requests for evidence on specialty occupation
Client Services Consultant roles in financial services can draw scrutiny from USCIS over whether the position qualifies as a specialty occupation. Have documentation ready showing your degree directly relates to the analytical and client-facing responsibilities in the job description.
Frequently Asked Questions
Does JPMorganChase sponsor H-1B visas for Client Services Consultants?
Yes, JPMorganChase sponsors H-1B visas for Client Services Consultant roles. The company has a dedicated immigration function that manages the LCA filing with the DOL and the subsequent H-1B petition with USCIS. Sponsorship is most common for roles requiring specialized financial services knowledge, so framing your background around those qualifications strengthens your case.
Which visa types does JPMorganChase commonly use for Client Services Consultant roles?
JPMorganChase sponsors H-1B, H-1B1 visa, and E-3 visas for this function, as well as employer-sponsored Green Card pathways including EB-2 and EB-3 for longer-term hires. Australian citizens can pursue the E-3 visa, while Singapore and Chilean nationals may qualify for the H-1B1, both of which avoid the H-1B lottery and can move faster through the process.
What qualifications does JPMorganChase expect for Client Services Consultant roles?
JPMorganChase typically looks for a bachelor's degree in finance, business, economics, or a related field for Client Services Consultant positions. Relevant experience in client relationship management, financial operations, or banking is expected. For visa sponsorship purposes, your degree must directly correspond to the specialty occupation requirements that USCIS assesses during H-1B adjudication.
How do I apply for Client Services Consultant jobs at JPMorganChase?
You can browse open Client Services Consultant positions at JPMorganChase through Migrate Mate, which filters listings by visa sponsorship type so you can identify roles where sponsorship aligns with your visa category. Once you identify a role, apply directly through JPMorganChase's careers portal and flag your visa sponsorship needs early in the recruiter conversation to avoid surprises later.
How do I plan my timeline when pursuing H-1B sponsorship at JPMorganChase?
The H-1B cap lottery runs once a year, with registration typically opening in March and an October 1 start date if selected. JPMorganChase would need to register you in March for an October start, so securing your offer by February is the practical target. If you're on OPT, confirm your OPT end date against this timeline and ask HR whether cap-exempt filing or a bridge visa is an option if the dates don't align.