Private Client Wealth Support Associate

Next Frontier Capital; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

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

Responsibilities include facilitating account openings, money movement, and investment trades; building client relationships and supporting wealth planning with timely information. This full-time role emphasizes risk management, regulatory compliance, and teamwork, with base salary determined by role, experience,

Qualifications

• A valid and active Series 7 license is required or may be obtained within 120 days
• If you were registered after October 1, 2018 you must also have a valid and active 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 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 Inquires
• 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

SIE

Series 66

Life and Health Insurance license

Client service

Job description

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

Responsibilities include facilitating account openings, money movement, and investment trades; building client relationships and supporting wealth planning with timely information. This full-time role emphasizes risk management, regulatory compliance, and teamwork, with base salary determined by role, experience,