Private Client Investment Associate - Wealth Management

JP Morgan Chase; Wheaton (IL); On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to deliver exceptional client service and support Private Client Advisors.

You will manage operational requests, account openings, money movement, and investment trades with precision and promptness. Responsibilities include client relationship support, risk management practices, and assisting with wealth planning while ensuring regulatory compliance and timely task prioritization in a fast-paced team

Qualifications

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

Responsibilities

• Support Advisors' book of business including account opening, money movement and trades
• Build and maintain client relationships by processing requests and resolving issues
• Assist in relationship/account reviews and prepare performance reports
• Engage in Risk Management including Know Your Customer procedures
• Support compliance and documentation for operational processes
• Prioritize daily work and meet deadlines, while fostering team culture

Skills

Series 7 license

SIE exam

Series 66 / Life & Health license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to deliver exceptional client service and support Private Client Advisors.

You will manage operational requests, account openings, money movement, and investment trades with precision and promptness. Responsibilities include client relationship support, risk management practices, and assisting with wealth planning while ensuring regulatory compliance and timely task prioritization in a fast-paced team