Private Banking Associate — Elevate Client Experience

JPMorgan Chase & Co.; Louisiana (MO); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Bank Professional to provide essential support to Client Advisors, manage Know-Your-Client documentation, and assist with opening processes for client accounts.

The role requires writing and coordinating with multiple teams, maintaining confidentiality, and delivering accurate, timely information. A proactive, detail-oriented mindset is essential for success in our private banking team.

Qualifications

• Requires Series 7, Series 66 and Insurance licenses; candidates may be unlicensed but must obtain within 90 days of start date.
• Bachelor’s degree required.
• 1+ years of industry experience.
• Strong follow-up and follow-through skills.
• Proficient in PowerPoint and Excel.
• Familiarity with JP Morgan Private Bank systems (Workstation, Connect, DDR/KYC) or ability to learn proprietary software.
• Interest in financial markets and concepts; excellent interpersonal skills.
• Highly organized, detail-oriented, and self-motivated.

Responsibilities

• Support Client Advisors in Know-Your-Client documentation, processes, and Suitability assessments.
• Assist in account opening and preparation to facilitate investments.
• Monitor client accounts and provide basic 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 risk metrics and perform scenario analyses with the team lead.

Skills

Series 7

Series 66

Insurance licenses

Bachelor’s Degree

Industry experience

PowerPoint

Excel

Financial markets knowledge

Interpersonal skills

Detail-oriented

Self-starter

Education

Bachelor's Degree

Tools

Workstation

Connect

DDR/KYC

Job description

JPMorgan Chase & Co. in the United States seeks a Private Bank Professional to provide essential support to Client Advisors, manage Know-Your-Client documentation, and assist with opening processes for client accounts.

The role requires writing and coordinating with multiple teams, maintaining confidentiality, and delivering accurate, timely information. A proactive, detail-oriented mindset is essential for success in our private banking team.