Wealth Management Associate — Private Client Investments

JPMorganChase; Westerville (OH); Vor Ort; USD 70.000 - 120.000; Vollzeit

Zusammenfassung

J.P. Morgan Chase is hiring a Private Client Investment Associate within Wealth Management to deliver exceptional client service, support Private Client Advisors, and help manage account openings, money movement, and trades with precision.

You will build and nurture client relationships, assist with wealth planning, support risk management processes, and help ensure regulatory compliance while prioritizing daily tasks in a collaborative team environment.

Qualifikationen

• A valid and active Series 7 license is required or may be obtained within 120 days of employment.
• If you were registered after Oct 1, 2018 you must have a valid and active SIE exam.
• A valid Series 66 (63/65) and Life & Health license must be obtained within 120 days.

Aufgaben

• Assist Advisors with book of business: account openings, money movement, and investment trades.
• Support client relationships by processing requests, resolving issues, and providing up-to-date information.
• Assist in relationship and account reviews; promote firm services and prepare performance reports.
• Engage in Risk Management including KYC, account reviews and inquiries.
• Support compliance and operational procedures and complete required forms.
• Prioritize daily work and track progress to meet deadlines
• Maintain and foster team culture.

Kenntnisse

Series 7 license

SIE exam

Series 66 / 63-65

Life & Health license

Jobbeschreibung

J.P. Morgan Chase is hiring a Private Client Investment Associate within Wealth Management to deliver exceptional client service, support Private Client Advisors, and help manage account openings, money movement, and trades with precision.

You will build and nurture client relationships, assist with wealth planning, support risk management processes, and help ensure regulatory compliance while prioritizing daily tasks in a collaborative team environment.