Wealth Management Associate — Client Service & Ops

JPMorgan Chase & Co.; Bloomfield Hills (MI); On-site; USD 65,000 - 90,000; Full time

Job summary

J.P. Morgan Chase in Bloomfield Hills, MI is seeking a Private Client Investment Associate within Wealth Management. You will provide client service, support advisors, and help manage wealth planning for high-net-worth clients.

You will handle account openings, money movements, and investment trades, while maintaining strong risk controls and regulatory compliance. This role emphasizes relationship building, accuracy, and timely execution in a collaborative team environment.

Qualifications

• A valid and active Series 7 license is required or may be obtained within 120 days condition of employment
• If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (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

Client service

Relationship management

Attention to detail

Job description

J.P. Morgan Chase in Bloomfield Hills, MI is seeking a Private Client Investment Associate within Wealth Management. You will provide client service, support advisors, and help manage wealth planning for high-net-worth clients.

You will handle account openings, money movements, and investment trades, while maintaining strong risk controls and regulatory compliance. This role emphasizes relationship building, accuracy, and timely execution in a collaborative team environment.