Client-Focused Investment Associate, Wealth Management

Aumni; Vista (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Total rewards package

Health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate to provide client service and administrative support to Private Client Advisors within Wealth Management.

The role involves processing account openings, money movements, and trades, and assisting with ongoing wealth planning and referrals. Required licenses include Series 7 (or obtained within 60 days), SIE if registered after Oct 1, 2018, and Series 66 plus Life and Health Insurance licenses within 60 days of starting.

Qualifications

• Active Series 7 license required or must be obtained within 60 days of employment.
• If registered after Oct 1, 2018, must have valid and active SIE exam.
• Active Series 66 (63/65) and Life/Health Insurance licenses must be obtained within 60 days of starting.

Responsibilities

• Provide client service, operational marketing and administrative support to Private Client Advisors.
• Support Advisors book of business with account openings, money movement and trades.
• Maintain client relationships by processing requests, resolving issues and providing information.
• Assist in relationship/account reviews and prepare performance reports.
• Engage in risk management including Know Your Customer procedures and account reviews.
• Support unit procedures and compliance forms and documentation.
• Prioritize daily work and meet deadlines while fostering team culture.

Skills

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate to provide client service and administrative support to Private Client Advisors within Wealth Management.

The role involves processing account openings, money movements, and trades, and assisting with ongoing wealth planning and referrals. Required licenses include Series 7 (or obtained within 60 days), SIE if registered after Oct 1, 2018, and Series 66 plus Life and Health Insurance licenses within 60 days of starting.