Private Client Wealth Advisor Support Specialist

JPMorganChase; Wintersville (OH); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

JPMorgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client Advisors. You will help with account openings, money movements, trades, and ongoing wealth planning for clients and referrals.

Responsibilities include maintaining client relationships, preparing performance reports, and ensuring risk management and compliance with Know Your Customer and account reviews.

Qualifications

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

Responsabilités

• Support Advisors book of business with account openings, money movements and trades.
• Assist Advisors by maintaining client relationships and wealth planning support.
• Prepare performance reports and support relationship/account reviews.
• Engage in risk management including Know Your Customer procedures and account reviews.
• Support regulatory compliance and completion of required operational forms.
• Prioritize daily tasks, track progress, and meet deadlines.
• Foster a collaborative team culture.

Connaissances

Series 7 license

SIE exam

Series 66 license

Life & Health Insurance license

Formation

Series 7 license (active)

Description du poste

JPMorgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client Advisors. You will help with account openings, money movements, trades, and ongoing wealth planning for clients and referrals.

Responsibilities include maintaining client relationships, preparing performance reports, and ensuring risk management and compliance with Know Your Customer and account reviews.