Strategic Private Client Wealth Associate

JPMorganChase; La Habra (CA); On-site; USD 70,000 - 85,000; Full time

Job summary

At JPMorganChase in La Habra, the Private Client Investment Associate provides client service and operational marketing support to Private Client Advisors. Responsibilities include managing accounts, client relationships, risk management, compliance, and fostering team culture.

The ideal candidate will possess the required Series 7 and Series 66 licenses and demonstrate strong client service skills. This role emphasizes relationship building within the Wealth Management division.

Qualifications

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

Responsibilities

• Support Advisors’ book of business including operational requests.
• Build and maintain client relationships and resolve issues.
• Engage in risk management procedures including KYC and account reviews.
• Support business unit operational procedures and compliance.
• Prioritize daily work and meet deadlines.

Skills

Client service

Risk management

Operational marketing

Relationship building

Job description

At JPMorganChase in La Habra, the Private Client Investment Associate provides client service and operational marketing support to Private Client Advisors. Responsibilities include managing accounts, client relationships, risk management, compliance, and fostering team culture.

The ideal candidate will possess the required Series 7 and Series 66 licenses and demonstrate strong client service skills. This role emphasizes relationship building within the Wealth Management division.