Wealth Management Associate: Client & Investment Support

JPMorgan Chase; Mesa (AZ); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Investment Associate in Wealth Management to provide client service, operational support, and wealth planning assistance to Private Client Advisors. You will handle account openings, trades, and money movements, while building client relationships and ensuring timely execution.

You will also support reviews, reporting, and risk management activities, including KYC and compliance with firm procedures.

Qualifications

• Must hold Series 7 license and have or obtain SIE exam within 60 days of employment.
• Must obtain Series 66 and Life & Health Insurance license within 60 days of starting in role.

Responsibilities

• Support Advisors book of business including account openings, money movement and investment trades.
• Build and maintain client relationships; process requests, resolve issues, and assist with wealth planning.
• Assist in managing relationship and account reviews; prepare performance reports.
• Engage in risk management including KYC, account reviews and inquiries.
• Support operational procedures and regulatory compliance; complete required forms and documentation.
• Prioritize daily work and meet deadlines; sustain team culture.

Skills

Client service

Relationship building

Regulatory compliance

Tools

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

JPMorgan Chase is seeking a Private Client Investment Associate in Wealth Management to provide client service, operational support, and wealth planning assistance to Private Client Advisors. You will handle account openings, trades, and money movements, while building client relationships and ensuring timely execution.

You will also support reviews, reporting, and risk management activities, including KYC and compliance with firm procedures.