Private Client Wealth Associate — Trades & Relationships

JPMorganChase; New York (NY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase in New York seeks a Private Client Investment Associate to deliver exceptional client service and operational support to Advisors. Responsibilities include managing account operations and fostering client relationships while ensuring compliance with regulatory requirements.

The ideal candidate will hold a Series 7 license, with further licensing required within the first 120 days. A commitment to team culture and deadlines is essential.

Qualifications

• Valid Series 7 license required.
• Must obtain Series 66 and Life/Health Insurance license within 120 days.
• Securities Industry Essential (SIE) exam required if registered after October 1, 2018.

Responsibilities

• Support Advisors with operational requests like account opening and trades.
• Build and maintain client relationships and aid Advisors in wealth planning.
• Conduct account reviews and promote firm services.

Job description

JPMorganChase in New York seeks a Private Client Investment Associate to deliver exceptional client service and operational support to Advisors. Responsibilities include managing account operations and fostering client relationships while ensuring compliance with regulatory requirements.

The ideal candidate will hold a Series 7 license, with further licensing required within the first 120 days. A commitment to team culture and deadlines is essential.