Step into the role of Senior Associate, Client Servicing Communications, where you will shape and elevate how we communicate with clients across key servicing touchpoints. You will play a critical role in advancing scalable, compliant, and client-centered communications that strengthen trust and improve the overall experience.

As a Senior Associate in Wealth Management Client Servicing Communications, you will support the Vice President of Client Servicing in improving client-focused servicing communications through strategy, governance, and partnerships. You will drive strategic initiatives and evolve standards, templates, and operating rhythms to support scalable, high-quality communications. You will partner closely with product, legal, compliance, and delivery teams to ensure communications are clear, compliant, and aligned with brand expectations while enhancing the end-to-end client experience.

Job responsibilities

• Drive initiatives that improve consistency, quality, and speed across the servicing communications workflow

• Oversee the end-to-end client experience and identify opportunities to enhance client-facing communications

• Recommend scalable solutions and introduce automation opportunities to improve efficiency and reduce manual effort

• Strengthen governance by developing and refining standards, templates, and review processes

• Partner with Legal and Compliance teams to interpret regulatory requirements and implement repeatable guidance

• Support governance forums by preparing materials, tracking decisions, and driving follow-ups

• Monitor industry trends and regulatory updates and translate insights into actionable improvements

• Define and track performance metrics to measure communication effectiveness and impact

• Partner with internal teams and external vendors to ensure delivery of high-quality, production-ready communications

Required qualifications, capabilities, and skills

• 3 plus years of experience in marketing, communications, or a related field

• Strong writing and editing skills with a focus on clarity, consistency, and brand alignment

• Familiarity with regulated communications and legal or compliance review processes

• Proven ability to manage cross-functional workflows and meet deadlines in a fast-paced environment

• Strong attention to detail and ability to document processes and decisions clearly

Preferred qualifications, capabilities, and skills

• Experience with customer servicing communications (letters, statements, notices, FAQs, digital messages)
• Knowledge of accessibility and plain language standards for customer communications
• Basic familiarity with governance frameworks, risk/controls, or quality assurance methods

Additional information

• This role partners across product, legal, compliance, and vendor teams to drive scalable communication solutions

• Success is measured through improvements in communication quality, consistency, and client experience outcomes

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