Wealth Management Client Associate

JPMorganChase; Marietta (OH); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide outstanding client service and operational support to Private Client Advisors.

You will act as a trusted liaison, coordinating complex requests and ensuring a smooth client experience across accounts. Responsibilities include facilitating account openings, money movement, and investment trades; assisting with relationship management and wealth planning; preparing performance reports; and

Qualifications

• Active Series 7 license required or must be obtained within 120 days of employment.
• If registered after October 1, 2018 you must also have a valid Securities Industry Essential (SIE) exam.
• Active Series 66 (63/65) and Life and Health Insurance licenses must be obtained within 120 days of starting in the role as a condition of employment.

Responsibilities

• Support Advisors book of business including facilitating account openings, money movements and investment trades.
• Assist in building and maintaining client relationships through processing requests and providing wealth planning support.
• Prepare timely and accurate performance reports and assist with referral source management and lead generation.
• Engage in risk management, including Know Your Customer procedures and account reviews.
• Support business unit operational procedures and compliance requirements (e.g. completion of required forms).
• Prioritize daily work, track progress, and meet deadlines.
• Foster team culture and collaboration within Wealth Management.

Skills

Series 7 license

SIE exam

Series 66/63-65

Life & Health license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide outstanding client service and operational support to Private Client Advisors.

You will act as a trusted liaison, coordinating complex requests and ensuring a smooth client experience across accounts. Responsibilities include facilitating account openings, money movement, and investment trades; assisting with relationship management and wealth planning; preparing performance reports; and