Private Bank Trading & Client Services Associate

JPMorganChase

Tampa (FL)

On-site

USD 65,000 - 90,000

Full time

14 days+

Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Job summary

JPMorgan Chase in Tampa seeks a client-focused financial services professional to support investors within U.S. Private Bank. You will advise on trade execution, maintain confidentiality, and collaborate with a cross-functional team to advance client goals.

The role requires Series 7/66 and Insurance licenses (or eligibility), a Bachelor's degree, and 1+ year of experience. Strong Excel/PowerPoint, attention to detail, and a proactive mindset are essential.

Qualifications

Licenses required: Series 7, 66 and Insurance; unlicensed candidates may start but must obtain licenses within 90 days.
Bachelor's Degree required.
1+ year of relevant industry experience.
Exceptional follow-up and follow-through skills.
Proficient in PowerPoint and Excel.
Familiarity with JPMorgan Private Bank systems or ability to learn.
Interest in financial markets and concepts.
Excellent interpersonal skills.
Self-starting, organized and detail-oriented.

Responsibilities

Consult on and execute brokerage trades, advising on trade execution and updating accounts.
Create mandates for discretionary accounts.
Monitor risk metrics and team loadings with supervision.
Collaborate with Team Leader to monitor client advisor loadings.
Submit and monitor fee schedules and billing.
Manage alternative documents, including submission and client coordination.