Private Banking Associate - Client Relations & Operations

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

Job summary

J.P. Morgan in the United States Private Bank seeks a Banker Professional to provide essential daily support to Client Advisors, manage client relationships, and coordinate with various teams to ensure confidential handling of Private Banking clients.

The role requires securities licenses (Series 7, 66) and insurance licenses, a bachelor’s degree, and at least one year of industry experience. Strong Excel and PowerPoint skills and exceptional follow-up are essential.

Qualifications

• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses 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

• Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting
• Assist in account opening process and internal preparation to facilitate subsequent investments
• Monitor client accounts and provide basic client information management
• Conduct daily account administration
• Act as point of contact with Account Opening teams, Supervisory Management, Risk Management and Investor Support teams
• Liaise with Operations and Client Service Specialist teams
• Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis; partner with Team Leader to monitor risk metrics across the team.

Skills

Series 7

Series 66

Insurance licenses

Experience

Follow-up skills

PowerPoint

Excel

Education

Bachelor's degree

Tools

PowerPoint

Excel

Job description

J.P. Morgan in the United States Private Bank seeks a Banker Professional to provide essential daily support to Client Advisors, manage client relationships, and coordinate with various teams to ensure confidential handling of Private Banking clients.

The role requires securities licenses (Series 7, 66) and insurance licenses, a bachelor’s degree, and at least one year of industry experience. Strong Excel and PowerPoint skills and exceptional follow-up are essential.