Private Client Investment Associate: Elevate Client Wealth & Service

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

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Investment Associate within Wealth Management to deliver client service and support to Private Client Advisors.

You will handle account openings, money movement and investment trades, assist with wealth planning and maintain accurate performance reporting.

This role focuses on building client relationships, complying with Know Your Customer and risk controls, and collaborating to grow the book.

Qualifications

• Valid Series 7 license required or obtained within 120 days of employment.
• If registered after Oct 1, 2018, must have a valid SIE exam.
• Valid Series 66 (63/65) and Life & Health Insurance licenses must be obtained within 120 days.

Responsibilities

• Support Advisors by handling account openings, money movement and investment trades.
• Assist Advisors by processing requests, resolving issues, and providing up-to-date wealth planning information.
• Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
• Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquiries
• Support business unit operational procedures and compliance requirements (e.g. completion of required forms)
• Prioritize daily work, track progress and meet deadlines
• Maintain and foster team culture

Skills

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Investment Associate within Wealth Management to deliver client service and support to Private Client Advisors.

You will handle account openings, money movement and investment trades, assist with wealth planning and maintain accurate performance reporting.

This role focuses on building client relationships, complying with Know Your Customer and risk controls, and collaborating to grow the book.