Wealth Management: Client-Focused Investment Associate

JPMorganChase; Spring Lake (MI); On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan Chase, a leading financial services firm, seeks a Private Client Investment Associate in Wealth Management to deliver exceptional client service and support to Private Client Advisors. You will manage operational requests, maintain client relationships, and assist with wealth planning and referrals.

The role emphasizes risk management, regulatory compliance, and timely task prioritization while supporting a collaborative team culture in a fast-paced environment.

Qualifications

• Active Series 7 license required or can be obtained within 120 days of employment.
• If registered after Oct 1, 2018, must also have an active SIE exam.
• Active Series 66 (63/65) and Life & Health Insurance licenses must be obtained within 120 days of starting.

Responsibilities

• Support Advisors' book of business by processing account openings, money movement and investment trades accurately and promptly.
• Assist Advisors in building client relationships through requests, issue resolution, and up-to-date information; support wealth planning and referrals.
• Assist in relationship and account reviews; promote firm services and prepare timely performance reports.
• Engage in Risk Management activities, Know Your Customer procedures, account reviews and inquiries; ensure compliance.

Skills

Series 7 license

SIE license

Series 66 license (63/65)

Job description

J.P. Morgan Chase, a leading financial services firm, seeks a Private Client Investment Associate in Wealth Management to deliver exceptional client service and support to Private Client Advisors. You will manage operational requests, maintain client relationships, and assist with wealth planning and referrals.

The role emphasizes risk management, regulatory compliance, and timely task prioritization while supporting a collaborative team culture in a fast-paced environment.