Private Client Wealth Operations Associate

JPMorgan Chase; Westerville (OH); Vor Ort; USD 50.000 - 70.000; Vollzeit

Benefits dieser Stelle

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Zusammenfassung

Fairygodboss is seeking a Private Client Investment Associate in Westerville, Ohio. You will provide operational, marketing, and administrative support to our Private Client Advisors within JPMorgan Wealth Management. The role involves managing client relationships and participating in ongoing wealth planning.

As a vital part of the team, you will handle operational requests, risk management, and ensure compliance with company procedures, all while fostering a collaborative team culture.

Qualifikationen

• Valid and active Series 7 license required.
• Must have a valid and active Securities Industry Essential (SIE) exam if registered after October 1, 2018.
• Series 66 license and Life/Health Insurance license must be obtained within 120 days.

Aufgaben

• Facilitate operational requests such as account opening and investment trades.
• Build and maintain client relationships.
• Assist in managing relationship and account reviews.
• Engage actively in Risk Management procedures.
• Support compliance requirements.
• Prioritize daily work and meet deadlines.
• Foster team culture.

Kenntnisse

Series 7 license

Securities Industry Essential (SIE) exam

Series 66 license (63/65)

Life and Health Insurance license

Jobbeschreibung

Fairygodboss is seeking a Private Client Investment Associate in Westerville, Ohio. You will provide operational, marketing, and administrative support to our Private Client Advisors within JPMorgan Wealth Management. The role involves managing client relationships and participating in ongoing wealth planning.

As a vital part of the team, you will handle operational requests, risk management, and ensure compliance with company procedures, all while fostering a collaborative team culture.