JPMorganChase Wealth Management is dedicated to helping investors achieve long-term financial goals through the Chase wealth management business, J.P. Morgan Advisors, and the Self-Directed online investing platform. The combined business manages approximately $650B in assets and includes 4,500 advisors across nearly 5,000 locations.
As a **Client Safeguarding Lead** within the Wealth Management service organization, you will serve as a front-line, specialized escalation resource responsible for fraud/scam, AML-related concerns, and Elder/Vulnerable Person (EVP) escalations routed through service channels. This is not a generalist service role-this position requires investigative judgment from day one, strong regulatory awareness, and the ability to own complex cases end-to-end while balancing client protection, policy adherence, and a high-quality client experience.

You will handle high-stakes situations that may involve restricting access to funds, placing protective me...