Wealth Management Client Services Associate

Fairygodboss

Spring Lake (MI)

On-site

USD 75,000 - 110,000

Full time

6 days ago

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Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to deliver exceptional client service, support private client advisors, and handle operational requests including account openings, money movements, and trades.

You will assist with client relationships, account reviews, risk management, and regulatory compliance, while prioritizing tasks, meeting deadlines, and contributing to a collaborative team atmosphere.

Qualifications

Active Series 7 license required or must be obtained within 120 days.
If registered after Oct 1, 2018 you must also have a valid SIE exam.
Active Series 66 (63/65) and Life and Health Insurance licenses must be obtained within 120 days of starting.

Responsibilities

Support Advisors book of business including account openings, money movement and investment trades.
Aid Advisors by building and maintaining client relationships through processing requests and providing up-to-date information.
Assist in managing relationship and account reviews; prepare timely and accurate performance reports.
Actively engage in Risk Management, including Know Your Customer procedures and Account Reviews.
Support business unit operational procedures and compliance requirements (forms and documentation).
Prioritize daily work and track progress to meet deadlines.
Maintain and foster team culture.