U.S. Private Bank – Professional - Associate

Testing Site - JPMC; Miami (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

J.P. Morgan is seeking a Banker Professional in the U.S. Private Bank to support Client Advisors in managing client relationships and KYC processes. You will coordinate with specialists and back office to ensure smooth account openings and ongoing client service.

The role requires licenses (Series 7/66 and Insurance) or ability to obtain within 90 days, a bachelor’s degree, and at least one year of related experience. Strong Excel and PowerPoint skills and excellent follow-up are essential.

Qualifications

• Bachelor’s degree required.
• Series 7, 66 and Insurance licenses required or must obtain within 90 days of start date.
• 1+ year of industry experience.
• Exceptional follow-up and follow-through skills.
• PowerPoint and Excel expertise.

Responsibilities

• Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting.
• Assist in account opening process and internal preparation to facilitate subsequent investments.
• Monitor client accounts and provide basic client information management.
• Conduct daily account administration.
• Act as point of contact with Account Opening teams, Supervisory Management, Risk Management and Investor Support teams.
• Liaise with Operations and Client Service Specialist teams.
• Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis; partner with Team Leader to monitor risk metrics across the team.

Skills

Series 7 license

Series 66 license

Insurance license

PowerPoint

Excel

Client relationship

Follow-up

Education

Bachelor’s degree

Tools

Workstation

Connect

DDR/KYC

Job description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a Banker Professional in the U.S. Private Bank, you will provide integral daily support to Client Advisors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.

Job Responsibilities

• Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting
• Assist in account opening process and internal preparation to facilitate subsequent investments
• Monitor client accounts and provide basic client information management
• Conduct daily account administration
• Act as point of contact with Account Opening teams, Supervisory Management, Risk Management and Investor Support teams
• Liaise with Operations and Client Service Specialist teams
• Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis; partner with Team Leader to monitor risk metrics across the team.

Required Qualifications, Capabilities, and Skills

• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Bachelor’s Degree required
• One plus years of industry related experience
• Exceptional follow-up and follow-through skills
• PowerPoint and Excel expertise

Preferred Qualifications, Capabilities, and Skills

• Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
• Experience and interest in financial markets and concepts
• Excellent interpersonal skills
• Self-starter, extremely organized and detail-oriented with strong commitment to accuracy