Wealth Management Client Services Associate

JPMorgan Chase; Scottsdale (AZ); On-site; USD 70,000 - 100,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver client service and provide operational and administrative support to Private Client Advisors.

The role requires licensing and compliance with firm standards while assisting with account openings, trades, and wealth planning activities. You will support client relationships and ensure risk controls are followed, contributing to a high‑quality client experience.

Qualifications

• Active Series 7 license required or obtained within 60 days.
• Registered after Oct 1, 2018 must have valid SIE exam.
• Active Series 66 (63/65) and Life & Health Insurance licenses within 60 days.

Responsibilities

• Facilitate account openings, money movement and investment trades.
• Build client relationships by processing requests and providing up-to-date wealth information.
• Assist with relationship and account reviews; prepare performance reports.
• Engage in risk management and Know Your Customer procedures.
• Support operational procedures and required compliance forms.
• Prioritize daily work and meet deadlines.
• Foster team culture and collaboration.

Skills

Active 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 in Wealth Management to deliver client service and provide operational and administrative support to Private Client Advisors.

The role requires licensing and compliance with firm standards while assisting with account openings, trades, and wealth planning activities. You will support client relationships and ensure risk controls are followed, contributing to a high‑quality client experience.