J.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OH

Testing Site - JPMC; Westerville (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

J.P. Morgan Chase Wealth Management seeks a Private Client Investment Associate to provide client service and operational support to Private Client Advisors. You will handle account openings, money movement and trades, and assist with wealth planning for clients and referrals.

You will support relationship management, prepare performance reports, and help ensure compliance, risk management, and timely execution of requests while maintaining team culture.

Qualifications

• Private Client Investment Associate requires strong client service and compliance focus.
• Must be prepared to obtain required licenses within specified timelines.
• Good communication and ability to support Advisors with wealth planning activities.

Responsibilities

• Support Advisors with book of business, account openings, money movement and trades.
• Assist in client relationship building and referrals through responsive service.
• Prepare performance reports and assist with risk management and compliance.
• Support reviews and maintain timely execution of requests and documentation.
• Contribute to team culture and meet daily deadlines.

Skills

Client service

Relationship management

Regulatory compliance

Education

Series 7/120 days

SIE exam

Series 66/63-65

Life and Health Insurance license

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 provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.

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 a 120 days condition of employment
• If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
• A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120days of starting in the role as a condition of employment