Private Client Wealth Associate

JP Morgan Chase; New York; Hybrid; USD 90,000 - 130,000; Full time

Job summary

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

You will handle operational requests, client communications, and wealth planning assistance, while assisting with referrals and lead generation. The role requires licenses (Series 7, 66/63/65 and SIE) and insurance credentials, with a focus on risk controls and accurate processing of investment activities.

Qualifications

• A valid and active Series 7 license is required or may be obtained within 60 days of employment
• If 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 60 days of starting in the role as a condition of employment

Responsibilities

• Support Advisors book of business including operational requests such as account opening, money movement and trades
• Assist in building and maintaining client relationships through processing requests and resolving issues
• Assist in managing relationship and account reviews and prepare performance reports
• Engage in risk management including Know Your Customer procedures and account reviews
• Support compliance and operational procedures and documentation
• Prioritize daily work and meet deadlines
• Foster team culture

Skills

Client service

Relationship building

Communication

Time management

Education

Series 7 license

SIE exam

Series 66 (63/65) license

Life and Health Insurance license

Job description

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

You will handle operational requests, client communications, and wealth planning assistance, while assisting with referrals and lead generation. The role requires licenses (Series 7, 66/63/65 and SIE) and insurance credentials, with a focus on risk controls and accurate processing of investment activities.