Private Client Wealth Associate

JPMorganChase; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

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

The role emphasizes accurate account openings, money movements, and trade processing, with engagement in risk management and regulatory compliance. The position involves supporting advisors with client relationships, wealth planning activities, and lead generation while maintaining a collaborative team

Qualifications

• Valid and active securities licenses required or may be obtained within 120 days of employment.
• Successful candidates possess licensure enabling investment product activities.

Responsibilities

• Deliver exceptional client service and support to Private Client Advisors.
• Handle account openings, money movement, and investment trade processing with accuracy and speed.
• Assist with wealth planning, referrals, and lead generation activities.
• Participate in risk management processes and regulatory compliance tasks.
• Support daily team operations and maintain client relationships.

Skills

Series 7

SIE

Series 66

Life/Health license

Job description

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

The role emphasizes accurate account openings, money movements, and trade processing, with engagement in risk management and regulatory compliance. The position involves supporting advisors with client relationships, wealth planning activities, and lead generation while maintaining a collaborative team