Private Client Wealth Associate

JPMorganChase; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

On-site health centers

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management. You will provide client service and operational support to Private Client Advisors, enabling efficient account openings, trades, and requests while contributing to client relationship growth.

The role emphasizes risk management, compliance, and accurate reporting to support ongoing wealth planning for clients and referral sources.

Qualifications

• Licenses and exams required for the role.
• Strong knowledge of wealth management regulatory practices.

Responsibilities

• Facilitate account openings, money movements and investment trades for client book.
• Build client relationships through processing requests, resolving issues, and wealth planning support.
• Prepare performance reports and assist in reviews to deepen client relationships.
• Engage in Know Your Customer procedures and risk management.
• Support operational procedures and required documentation.
• Prioritize daily tasks and meet deadlines.
• Foster team culture and collaboration.

Skills

Client service

Regulatory compliance

Financial services knowledge

Education

Series 7 license

SIE exam

Series 66 (63/65)

Life and Health Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management. You will provide client service and operational support to Private Client Advisors, enabling efficient account openings, trades, and requests while contributing to client relationship growth.

The role emphasizes risk management, compliance, and accurate reporting to support ongoing wealth planning for clients and referral sources.