Wealth Management Associate – Client Solutions & Investments

JPMorgan Chase & Co.; Plymouth (MI); On-site; USD 80,000 - 110,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service and support Private Client Advisors. You will handle operational requests, client communication, and ongoing wealth planning while ensuring accuracy and regulatory compliance.

The role emphasizes risk management, client relationship building, and timely execution of trades and account actions in a fast-paced environment.

Qualifications

• Series 7 license required or may be obtained within 120 days of employment.
• SIE exam required if registered after Oct 1, 2018.
• Series 66 (63/65) and Life & Health licenses must be obtained within 120 days of starting in role.

Responsibilities

• Support Advisors book of business by handling account openings, money movement and trades.
• Assist Advisors and clients with wealth planning, referrals, and lead generation.
• Assist in relationship and account reviews, and prepare timely performance reports.
• Engage in Risk Management procedures including KYC, account reviews and inquiries.
• Support operational procedures and regulatory compliance requirements.
• Prioritize daily work and meet deadlines while promoting team culture.
• Maintain and foster team culture.

Skills

Client service

Relationship management

Regulatory compliance

Time management

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service and support Private Client Advisors. You will handle operational requests, client communication, and ongoing wealth planning while ensuring accuracy and regulatory compliance.

The role emphasizes risk management, client relationship building, and timely execution of trades and account actions in a fast-paced environment.