Private Client Wealth Specialist: Relationships & Ops

JPMorganChase

San Tan Valley (AZ)

On-site

USD 65,000 - 95,000

Full time

14 days+

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Benefits offered by this job

Base salary

Bonus potential

Health benefits

Retirement plan

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver client service, operational support, and administrative assistance to Private Client Advisors within Wealth Management.

You will handle account openings, money movements, investment trades, relationships, and ongoing wealth planning support, aiming to deepen client engagement and accuracy in reporting while complying with regulatory requirements.

Qualifications

Valid and active Series 7 license required or obtained within 60 days of employment.
Valid and active Securities Industry Essentials (SIE) exam required if registered after Oct 1, 2018.
Valid and active Series 66 (63/65) and Life & Health Insurance licenses required within 60 days of starting in role.

Responsibilities

Support Advisors book of business with account openings, money movements and trades.
Build and maintain client relationships, processing requests and assisting with wealth planning.
Assist in relationship/account reviews and prepare performance reports with timely, accurate data.
Engage in risk management procedures including KYC, account reviews, and inquiries.
Support operational procedures and regulatory compliance, including forms and documentation.
Prioritize daily work, track progress, and meet deadlines.