Private Client Wealth Associate

JPMorganChase; Brownstown Charter Township (MI); On-site; USD 65,000 - 100,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Investment Associate within Wealth Management to deliver exceptional client service, support Advisors, manage operational requests like account openings, money movements, and trades, and help grow client relationships.

You will participate in risk management, assist with performance reporting, and maintain a team-oriented culture while meeting deadlines in a fast-paced financial services environment.

Qualifications

• A valid and active Series 7 license is required or may be obtained within 120 days of employment.
• If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
• A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment

Responsibilities

• Support Advisors book of business including facilitating operational requests such as account opening, money movement and investment trades.
• Assist Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date 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 operational forms and documentation).
• Prioritize daily work, track progress for current work, and consistently meet deadlines.
• Maintain and foster team culture

Skills

Series 7 license

SIE exam

Series 66 license (63/65)

Life & Health Insurance license

Job description

JPMorgan Chase is seeking a Private Client Investment Associate within Wealth Management to deliver exceptional client service, support Advisors, manage operational requests like account openings, money movements, and trades, and help grow client relationships.

You will participate in risk management, assist with performance reporting, and maintain a team-oriented culture while meeting deadlines in a fast-paced financial services environment.