Private Client Wealth Associate: Client Relations & Ops

JPMorganChase; New York (NY); On-site; USD 85,000 - 125,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Investment Associate in Wealth Management to deliver exceptional client service and assist Private Client Advisors with account openings, money movement, and trades.

The role emphasizes precision, timely execution, and proactive client relationship management. This position also involves risk management, adherence to regulatory requirements, and collaboration across teams to support wealth planning, reporting, and lead generation.

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 accurate and timely 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 and assisting with ongoing wealth planning and referral source management.
• 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 (63/65)

Life & Health Insurance license

Job description

J.P. Morgan Chase seeks a Private Client Investment Associate in Wealth Management to deliver exceptional client service and assist Private Client Advisors with account openings, money movement, and trades.

The role emphasizes precision, timely execution, and proactive client relationship management. This position also involves risk management, adherence to regulatory requirements, and collaboration across teams to support wealth planning, reporting, and lead generation.