Private Client Wealth Management Associate

JPMorgan Chase; Chandler (AZ); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver client service and operational support to Private Client Advisors. You will help with account openings, money movement, trades, and wealth planning, while maintaining strong client relationships and ensuring compliance.

You will participate in risk management, KYC, and performance reporting, aiding the Advisors with client service, referrals and lead generation, and contributing to team culture and

Qualifications

• Licenses and registrations required for financial services activities.
• Strong client service and relationship skills are essential.

Responsibilities

• Support Advisors book of business including account openings, money movement, and trades.
• Assist with client relationships, wealth planning, referrals, and lead generation.
• Manage relationship and account reviews, and prepare performance reports.
• Engage in risk management and Know Your Customer procedures.
• Support operational procedures and compliance requirements, forms, and documentation.
• Prioritize daily work and meet deadlines, while fostering team culture.

Education

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

JPMorgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver client service and operational support to Private Client Advisors. You will help with account openings, money movement, trades, and wealth planning, while maintaining strong client relationships and ensuring compliance.

You will participate in risk management, KYC, and performance reporting, aiding the Advisors with client service, referrals and lead generation, and contributing to team culture and