Private Client Wealth Associate - Relationship & Ops

Aumni; San Antonio (TX); On-site; USD 65,000 - 105,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate to provide client service, operational support and wealth planning assistance within Wealth Management.

You will help Advisors manage book of business, handle account openings, money movements and trades, and contribute to client reporting and risk controls. The role emphasizes relationship building, regulatory compliance and collaboration with Private Client Advisors to deliver tailored investment solutions to clients across the

Qualifications

• Active Series 7 license required.
• SIE (or equivalent) must be valid if registered after Oct 1, 2018.
• Series 66 (63/65) and Life/Health Insurance licenses must be obtained within 60 days of starting in the role.

Responsibilities

• Support Advisors book of business including facilitating operational requests such as account opening, money movement and trades.
• Assist Advisors by building and maintaining client relationships through processing requests and resolving issues.
• Assist in managing relationship and account reviews; prepare timely performance reports.
• Engage in Risk Management including Know Your Customer procedures and account reviews.

Skills

Series 7

SIE exam

Series 66

Life and Health Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate to provide client service, operational support and wealth planning assistance within Wealth Management.

You will help Advisors manage book of business, handle account openings, money movements and trades, and contribute to client reporting and risk controls. The role emphasizes relationship building, regulatory compliance and collaboration with Private Client Advisors to deliver tailored investment solutions to clients across the