Private Client Wealth & Relationship Associate

Next Frontier Capital; New York (NY); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

On-site health and wellness centers

Job summary

J.P. Morgan Chase in the United States is seeking a Private Client Investment Associate within Wealth Management to deliver exceptional client service and support to Private Client Advisors.

You will manage operational requests, help with wealth planning, and strengthen client relationships while ensuring timely execution and regulatory compliance. The role emphasizes risk management, accurate reporting, and teamwork in a fast-paced environment, with comprehensive benefits and ongoing

Qualifications

• A valid and active Series 7 license is required or may be obtained within 120 day condition of employment
• If you were 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 license must be obtained within 120 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 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 / 63/65

Life & Health Insurance license

Job description

J.P. Morgan Chase in the United States is seeking a Private Client Investment Associate within Wealth Management to deliver exceptional client service and support to Private Client Advisors.

You will manage operational requests, help with wealth planning, and strengthen client relationships while ensuring timely execution and regulatory compliance. The role emphasizes risk management, accurate reporting, and teamwork in a fast-paced environment, with comprehensive benefits and ongoing