Private Client Investment Associate, Wealth Management

JP Morgan Chase; Palm Springs (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive base salary

Total rewards package

Job summary

J.P. Morgan Chase, a leading wealth management firm, seeks a Private Client Investment Associate to support Private Client Advisors with client service, account openings, money movements, and trade processing.

You will maintain client relationships, assist in wealth planning, and ensure risk management and regulatory compliance while delivering a high level of service to affluent clients in the Wealth Management team.

Qualifications

• Proven client-service experience.
• Ability to manage multiple tasks and deadlines.
• Strong communication and interpersonal skills.

Responsibilities

• Support Advisors book of business including account openings, money movement and investment trades.
• Assist Advisors by building and maintaining client relationships and wealth planning support.
• Assist in managing relationship and account reviews, preparing performance reports.
• Engage in risk management and KYC procedures; ensure compliance with procedures.
• Prioritize daily work and meet deadlines while supporting the team.

Skills

Customer service

Relationship management

Attention to detail

Education

Series 7 license

SIE exam

Series 66 (63/65) license

Life and Health Insurance license

Job description

J.P. Morgan Chase, a leading wealth management firm, seeks a Private Client Investment Associate to support Private Client Advisors with client service, account openings, money movements, and trade processing.

You will maintain client relationships, assist in wealth planning, and ensure risk management and regulatory compliance while delivering a high level of service to affluent clients in the Wealth Management team.