Private Client Investment Associate — Wealth Growth

JPMorganChase; Fort Worth (TX); On-site; USD 65,000 - 110,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate to provide client service, operational support and wealth-management assistance within Wealth Management.

You will support Private Client Advisors in processing requests, enabling smooth account openings, trades and referrals while upholding risk controls. The role emphasises client relationships, timely service, and efficient administration within a team-driven environment, with licensing requirements to be met within stated

Qualifications

• Active Series 7 license (or to be obtained within 60 days)
• SIE exam active if registered after Oct 1, 2018
• Series 66 (63/65) license and Life & Health Insurance license within 60 days of start

Responsibilities

• Support Advisors' book of business with operational requests (account openings, money movement, trades)
• Build and maintain client relationships via processing requests and communications
• Assist in wealth planning support for clients and referral management
• Manage relationship and account reviews; prepare performance reports
• Engage in risk management incl. KYC, account reviews, inquiries
• Assist in compliance and documentation; track daily work and deadlines

Skills

Client service

Relationship building

Operational support

Team collaboration

Education

Series 7 license

SIE exam

Series 66 (63/65)

Life & Health Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate to provide client service, operational support and wealth-management assistance within Wealth Management.

You will support Private Client Advisors in processing requests, enabling smooth account openings, trades and referrals while upholding risk controls. The role emphasises client relationships, timely service, and efficient administration within a team-driven environment, with licensing requirements to be met within stated