Wealth Management Client Services Associate

Aumni; New York (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you will provide essential support to Private Client Advisors, facilitating operational requests and helping maintain strong client relationships.

Your responsibilities include assisting with account management, promoting firm services, and engaging in risk management practices. A valid Series 7 license is required or to be obtained shortly after hiring. A competitive benefits package will be offered to the right candidate.

Qualifications

• Valid and active Series 7 license is required or must be obtained within 120 days.
• If registered after October 1, 2018, must have a valid and active Securities Industry Essential (SIE) exam.
• Valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days.

Responsibilities

• Support Advisors in managing operational requests such as account opening and investment trades.
• Aid in building client relationships and assist in wealth planning.
• Conduct account reviews and promote firm services.

Skills

Client relationship management

Operational support

Risk management

Communication

Education

Series 7 license

Series 66 (63/65) license

Securities Industry Essential (SIE) exam

Job description

J.P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you will provide essential support to Private Client Advisors, facilitating operational requests and helping maintain strong client relationships.

Your responsibilities include assisting with account management, promoting firm services, and engaging in risk management practices. A valid Series 7 license is required or to be obtained shortly after hiring. A competitive benefits package will be offered to the right candidate.