Private Client Wealth Management Associate

JPMorgan Chase; New York (NY); On-site; USD 36,492 - 51,660; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

A leading financial services firm in New York seeks a Private Client Investment Associate. The role involves delivering exceptional client service and operational support to Private Client Advisors. Responsibilities include managing account openings and investment trades, fostering client relationships, and ensuring compliance with regulations. Candidates must have or obtain necessary licenses within 120 days. The firm offers a competitive compensation package and values diversity and inclusion in its workforce.

Qualifications

• Valid and active Series 7 license required or to be obtained within 120 days.
• Knowledge of financial products and investment risks.
• Must assist in operational tasks efficiently.

Responsibilities

• Support Advisors' book of business with operational requests.
• Aid Advisors in client relationship management.
• Engage in Risk Management processes.

Skills

Series 7 license

Securities Industry Essential (SIE)

Series 66 license

Relationship management

Attention to detail

Job description

A leading financial services firm in New York seeks a Private Client Investment Associate. The role involves delivering exceptional client service and operational support to Private Client Advisors. Responsibilities include managing account openings and investment trades, fostering client relationships, and ensuring compliance with regulations. Candidates must have or obtain necessary licenses within 120 days. The firm offers a competitive compensation package and values diversity and inclusion in its workforce.