Private Client Wealth Management Associate

JPMorgan Chase & Co.; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Houston is seeking a Private Client Investment Associate to provide client service, operational marketing and administrative support within Wealth Management.

You will work with Private Client Advisors to deliver tailored investment solutions and maintain client relationships. The role involves supporting book of business, processing client requests, and contributing to wealth planning efforts while upholding risk management and compliance standards.

Qualifications

• Active Series 7 license required or obtained within 60 days.
• If registered after Oct 1, 2018 you must also have a valid and active SIE exam
• A valid Series 66 (63/65) and Life and Health Insurance licenses must be obtained within 60 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 license

SIE exam

Series 66 license

Life & Health license

Job description

JPMorgan Chase & Co. in Houston is seeking a Private Client Investment Associate to provide client service, operational marketing and administrative support within Wealth Management.

You will work with Private Client Advisors to deliver tailored investment solutions and maintain client relationships. The role involves supporting book of business, processing client requests, and contributing to wealth planning efforts while upholding risk management and compliance standards.