Wealth Management Client Services Associate

Next Frontier Capital; Austin (TX); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate to join Wealth Management in the United States. You will provide client service, operational support to Private Client Advisors, and assist with account openings, money movement and investment trades.

You will help build client relationships and support wealth planning, referral management and lead generation. Licenses (Series 7, SIE, Series 66) and Life/Health licenses must be active or obtained within defined timelines.

Qualifications

• Active securities licenses required or must be obtained within 60 days of employment.
• If registered after Oct 1, 2018, must have valid SIE exam.
• Series 66 (63/65) and Life & Health Insurance licenses must be obtained within 60 days of starting.

Responsibilities

• Provide client service and operational support to Private Client Advisors.
• Facilitate account openings, money movements and investment trades.
• Assist with wealth planning, client communications, and referral management.
• Support in relationship reviews, reporting, and risk management.
• Ensure compliance with Know Your Customer and other regulatory procedures.

Education

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate to join Wealth Management in the United States. You will provide client service, operational support to Private Client Advisors, and assist with account openings, money movement and investment trades.

You will help build client relationships and support wealth planning, referral management and lead generation. Licenses (Series 7, SIE, Series 66) and Life/Health licenses must be active or obtained within defined timelines.