Private Client Wealth Associate - Relationships & Operations

Fairygodboss; St. Charles (IL); 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 operational support to Private Client Advisors.

You will manage account openings, money movement, and trades while emphasizing accuracy and timeliness and assisting with wealth planning and referrals. You will participate in risk management, regulatory compliance, and support for relationship reviews and reporting, helping Advisors strengthen client relationships and

Qualifications

• Active Series 7 license (or within 120 days of employment).
• SIE exam if registered after Oct 1, 2018.
• Active Series 66 (or 63/65) and Life & Health licenses required within 120 days.

Responsibilities

• Assist Advisors by processing operational requests (account openings, money movement, trades).
• Support client relationships through timely information, requests, and wealth planning assistance.
• Prepare performance reports and support risk management and regulatory compliance.
• Aid in account reviews and promotion of firm services to deepen client relationships.
• Maintain team culture and manage daily tasks to meet deadlines.

Skills

Series 7 license

SIE exam

Series 66 license

Life and Health license

Job description

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

You will manage account openings, money movement, and trades while emphasizing accuracy and timeliness and assisting with wealth planning and referrals. You will participate in risk management, regulatory compliance, and support for relationship reviews and reporting, helping Advisors strengthen client relationships and