Private Banking Support Associate – Client Advisory Team

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

Job summary

J.P. Morgan is seeking a Banker Professional in the U.S. Private Bank to support Client Advisors in managing client relationships and KYC processes. You will coordinate with specialists and back office to ensure smooth account openings and ongoing client service.

The role requires licenses (Series 7/66 and Insurance) or ability to obtain within 90 days, a bachelor’s degree, and at least one year of related experience. Strong Excel and PowerPoint skills and excellent follow-up are essential.

Qualifications

• Bachelor’s degree required.
• Series 7, 66 and Insurance licenses required or must obtain within 90 days of start date.
• 1+ year of industry 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 license

Series 66 license

Insurance license

PowerPoint

Excel

Client relationship

Follow-up

Education

Bachelor’s degree

Tools

Workstation

Connect

DDR/KYC

Job description

J.P. Morgan is seeking a Banker Professional in the U.S. Private Bank to support Client Advisors in managing client relationships and KYC processes. You will coordinate with specialists and back office to ensure smooth account openings and ongoing client service.

The role requires licenses (Series 7/66 and Insurance) or ability to obtain within 90 days, a bachelor’s degree, and at least one year of related experience. Strong Excel and PowerPoint skills and excellent follow-up are essential.