Private Bank Investment Specialist — Client-Focused

Testing Site - JPMC; Atlanta (GA); On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan's U.S. Private Bank is seeking an Investment Professional to provide integral daily support to Investors and coordinate with a team of colleagues while maintaining client confidentiality.

You will help manage relationships and assist across multiple functions to elevate client service. Responsibilities include brokerage trade consultation, creating discretionary mandates, monitoring risk, client workload support, billing, and document management.

Qualifications

• Series 7, 66 and Insurance licenses required or must obtain within 90 days of start date.
• Bachelor's Degree required.
• One plus years of industry related experience.
• Exceptional follow-up and follow-through skills.
• PowerPoint and Excel expertise.

Responsibilities

• Consult on and execute brokerage trades, including advising on trade execution, placing trades, and updating accounts.
• Create mandates for discretionary accounts.
• Monitor exceptions and work with Client Advisors to assess risk metrics.
• Collaborate with Team Leader to monitor workload and client flow.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents and assist clients with completion.

Skills

Licensing: Series 7 & 66

Insurance licenses

Attention to detail

Communication skills

Follow-up skills

Client relationship awareness

Education

Bachelor's Degree

Tools

PowerPoint

Excel

Job description

J.P. Morgan's U.S. Private Bank is seeking an Investment Professional to provide integral daily support to Investors and coordinate with a team of colleagues while maintaining client confidentiality.

You will help manage relationships and assist across multiple functions to elevate client service. Responsibilities include brokerage trade consultation, creating discretionary mandates, monitoring risk, client workload support, billing, and document management.