Wealth Management Associate: Investments & Client Service

Next Frontier Capital

Michigan

On-site

USD 70,000 - 110,000

Full time

14 days+

Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Benefits offered by this job

Health coverage

Retirement plan

Tuition reimbursement

Job summary

JPMorgan Chase is seeking a Private Client Investment Associate within Wealth Management to deliver exceptional client service and support for Private Client Advisors. Responsibilities include processing account openings, money movement, and trades, while nurturing client relationships and supporting wealth planning for clients and referral sources.

The role emphasizes risk management, regulatory compliance, and timely, accurate work within a collaborative team environment.

Qualifications

Active Series 7 license or may be obtained within 120 days of employment.
If you were registered after Oct 1, 2018 you must also have a valid SIE exam.
Active Series 66 (63/65) and Life & Health Insurance licenses must be obtained within 120 days of starting in role.

Responsibilities

Support Advisors' book of business by facilitating account openings, money movements, and trades.
Build and maintain client relationships through processing requests and providing up-to-date information.
Assist in relationship/account reviews and prepare performance reports.
Engage in Risk Management including KYC procedures and account reviews.
Support compliance and documentation procedures for the business unit.
Prioritize daily work and meet deadlines.
Foster and maintain team culture.