Wealth Management Client Services Associate

JPMorgan Chase & Co.; Walnut Creek (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

J.P. Morgan Chase & Co. is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational support, and administrative help to Private Client Advisors.

The role focuses on facilitating account openings, money movements, and investment trades while strengthening client relationships and assisting with ongoing wealth planning. The position emphasizes risk management, regulatory compliance, and thorough performance reporting.

Qualifications

• Active Series 7 license required or to be obtained within 60 days of employment.
• If registered after Oct 1, 2018, must also have valid and active SIE exam.
• Active Series 66 (63/65) and Life & Health Insurance licenses must be obtained within 60 days of starting.

Responsibilities

• Support Advisors book of business including facilitating operational requests such as account openings, money movements and investment trades.
• Build and maintain client relationships by processing requests, resolving issues, and providing up-to-date information and assisting with wealth planning and referral management.
• Assist in managing relationship and account reviews; prepare timely performance reports.
• Engage in risk management including Know Your Customer procedures and account reviews.
• Support compliance requirements and complete required forms and documentation.
• Prioritize daily work and track progress to meet deadlines.
• Maintain and foster team culture.

Skills

Series 7 license

SIE exam

Series 66 license

Life & Health Insurance license

Job description

J.P. Morgan Chase & Co. is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational support, and administrative help to Private Client Advisors.

The role focuses on facilitating account openings, money movements, and investment trades while strengthening client relationships and assisting with ongoing wealth planning. The position emphasizes risk management, regulatory compliance, and thorough performance reporting.