Wealth Management Client Services Associate

JPMorganChase; Bloomfield Hills (MI); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm is seeking a Private Client Investment Associate. This role involves supporting Advisors with client operations, maintaining relationships, and ensuring compliance with regulatory requirements. Candidates should possess a Series 7 license and be able to develop strong client connections while handling various operational tasks. The position offers a full-time employment type with competitive benefits in Bloomfield Hills, Michigan.

Qualifications

• Valid and active Series 7 license required or to be obtained within 120 days of employment.
• Series 66 (63/65) and Life & Health Insurance license required within 120 days.
• Securities Industry Essentials (SIE) exam required if registered after October 1, 2018.

Responsibilities

• Support Advisors’ book by facilitating operational requests.
• Build and maintain client relationships through processing requests.
• Assist in managing relationship and account reviews.

Skills

Client relationship management

Operational support

Risk management

Job description

A leading financial services firm is seeking a Private Client Investment Associate. This role involves supporting Advisors with client operations, maintaining relationships, and ensuring compliance with regulatory requirements. Candidates should possess a Series 7 license and be able to develop strong client connections while handling various operational tasks. The position offers a full-time employment type with competitive benefits in Bloomfield Hills, Michigan.