Private Client Wealth Management Associate

JPMorganChase; Oklahoma City (OK); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase in Oklahoma City is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client Advisors. You will assist with client requests, referrals, and wealth planning activities to enhance client relationships.

Key responsibilities include supporting account openings and trades, maintaining knowledge for client inquiries, and contributing to risk management while upholding firm procedures and service standards.

Qualifications

• Active Series 7 license or able to obtain within 60 days of employment.
• SIE exam required for those registered after Oct 1, 2018.
• Active Series 66 (63/65) and Life & Health Insurance licenses required within 60 days of starting.

Responsibilities

• Support Advisors with book of business including account openings, money movement and trades.
• Maintain client relationships by processing requests, resolving issues and providing wealth planning information.
• Assist in relationship/account reviews and prepare performance reports.

Skills

Series 7 license

SIE exam

Series 66 licensing

Life & Health Insurance license

Job description

JPMorgan Chase in Oklahoma City is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client Advisors. You will assist with client requests, referrals, and wealth planning activities to enhance client relationships.

Key responsibilities include supporting account openings and trades, maintaining knowledge for client inquiries, and contributing to risk management while upholding firm procedures and service standards.