Private Client Wealth Management Associate

JP Morgan Chase; New York (NY); Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

JPMorgan Chase in the United States is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client Advisors.

You will handle account openings, money movement, and trades, build client relationships, assist with wealth planning, and help with risk management and compliance.

A strong candidate holds Series 7, SIE, Series 66 and Life/Health licenses and is ready to start within 60 days.

Formación

• A valid and active Series 7 license is required or must be obtained within 60 days of employment.
• If you registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam.
• A valid and active 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.

Responsabilidades

• 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 Inquires
• 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

Conocimientos

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Client service

Relationship management

Descripción del empleo

JPMorgan Chase in the United States is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client Advisors.

You will handle account openings, money movement, and trades, build client relationships, assist with wealth planning, and help with risk management and compliance.

A strong candidate holds Series 7, SIE, Series 66 and Life/Health licenses and is ready to start within 60 days.