Impactful Wealth Management: Private Client Associate

J.P. Morgan; New York (NY); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in New York is seeking a Private Client Investment Associate to support Private Client Advisors. The role focuses on delivering client service, managing operational requests, and enhancing client relationships. Ideal candidates should have or be willing to obtain necessary licenses, such as Series 7 and 66, within the first 120 days. This position offers a competitive compensation package and comprehensive benefits in a diverse workplace.

Qualifications

• Must obtain a Series 7 license within 120 days.
• Series 66 license (63/65) and Life and Health Insurance license also required within 120 days.
• Registered after October 1, 2018 requires a valid series SIE exam.

Responsibilities

• Support Advisors' operational requests like account openings and investment trades.
• Build and maintain relationships with clients through request processing and issue resolution.
• Engage in Risk Management procedures including Know Your Customer.
• Prepare timely and accurate performance reports for client accounts.

Skills

Client relationship management

Operational request facilitation

Risk management

Attention to detail

Job description

A leading financial services firm in New York is seeking a Private Client Investment Associate to support Private Client Advisors. The role focuses on delivering client service, managing operational requests, and enhancing client relationships. Ideal candidates should have or be willing to obtain necessary licenses, such as Series 7 and 66, within the first 120 days. This position offers a competitive compensation package and comprehensive benefits in a diverse workplace.