Private Client Wealth Associate: Client Service & Ops

JPMorganChase; Columbus (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

J.P. Morgan Chase in Columbus, OH, seeks a Private Client Investment Associate to deliver exceptional client service and support Private Client Advisors with account openings, money movements, and trades.

You will help foster client relationships, assist with wealth planning, and support risk management and regulatory compliance while coordinating daily tasks to meet deadlines in a fast-paced wealth management 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 Essentials (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 but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
• Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
• 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

SIE

Series 66

Life & Health License

Job description

J.P. Morgan Chase in Columbus, OH, seeks a Private Client Investment Associate to deliver exceptional client service and support Private Client Advisors with account openings, money movements, and trades.

You will help foster client relationships, assist with wealth planning, and support risk management and regulatory compliance while coordinating daily tasks to meet deadlines in a fast-paced wealth management environment.