Wealth Management Client Services Associate

Next Frontier Capital; St. Charles (IL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health care

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

On-site wellness centers

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate to deliver outstanding client service and operational support within Wealth Management. You will assist Private Client Advisors with account openings, money movements and trades while strengthening client relationships and facilitating wealth planning.

You will help with risk management, regulatory compliance, and ongoing reporting, ensuring timely, accurate processing and a positive team environment.

Qualifications

• Active Series 7 license or within 120 days of employment.
• Active Securities Industry Essentials exam if registered after 2018.
• Active Series 66 (or 63/65) and Life & Health Insurance licenses required within 120 days.

Responsibilities

• Provide client service and administrative support to Private Client Advisors.
• Manage operational requests: account openings, money movement, and trades.
• Build and maintain client relationships; assist with wealth planning and referrals.
• Support risk management, KYC, account reviews, and regulatory compliance.
• Prioritize tasks and help maintain team culture.

Skills

Series 7 license

SIE exam

Series 66/63/65

Life & Health Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate to deliver outstanding client service and operational support within Wealth Management. You will assist Private Client Advisors with account openings, money movements and trades while strengthening client relationships and facilitating wealth planning.

You will help with risk management, regulatory compliance, and ongoing reporting, ensuring timely, accurate processing and a positive team environment.