Wealth Management Client Services Associate

JPMorgan Chase; New York (NY); On-site; USD 82,656,000 - 114,340,800; Full time

Job summary

J.P. Morgan Chase in New York, NY is seeking a Private Client Investment Associate within Wealth Management to deliver superior client service and operational support to Private Client Advisors.

Responsibilities include facilitating account openings, money movement, and investment trades; building client relationships and assisting with wealth planning. This role emphasizes risk awareness, regulatory compliance, and timely processing, with opportunities to contribute to referrals and service

Qualifications

• A valid and active Series 7 license is required or may be obtained within 120 days of employment.
• If registered after Oct 1, 2018 you must have a valid and active Securities Industry Essentials (SIE) exam.
• A valid and active Series 66 (63/65) and Life and Health Insurance license must be obtained within 120 days of starting in the role.

Responsibilities

• Support Advisors book of business including account openings, money movement and investment trades.
• Assist Advisors with client relationships, processing requests, resolving issues, and providing wealth planning information and referrals.
• Assist in managing relationship and account reviews; prepare performance reports.
• Actively engage in Risk Management including Know Your Customer procedures and account reviews.
• Support operational procedures and compliance requirements (forms and documentation).
• Prioritize daily work, track progress, and meet deadlines.
• Maintain and foster team culture.

Skills

Series 7

SIE

Series 66

Life & Health Insurance

Job description

J.P. Morgan Chase in New York, NY is seeking a Private Client Investment Associate within Wealth Management to deliver superior client service and operational support to Private Client Advisors.

Responsibilities include facilitating account openings, money movement, and investment trades; building client relationships and assisting with wealth planning. This role emphasizes risk awareness, regulatory compliance, and timely processing, with opportunities to contribute to referrals and service