Wealth Management Client Services & Operations Associate

JPMorgan Chase & Co.; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in New York is seeking a Private Client Investment Associate to support Private Client Advisors within Wealth Management.

You will provide client service, operational marketing and administrative support to Advisors, helping to deliver tailored investment solutions to meet clients’ financial needs. The role emphasizes accurate processing of requests, proactive client communication, and ongoing wealth planning support while maintaining rigorous risk management and compliance

Qualifications

• Series 7 license (active or obtainable within 120 days)
• SIE exam active if registered after Oct 1, 2018
• Series 66 (63/65) and Life and Health Insurance license must be obtained within 120 days

Responsibilities

• Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
• Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
• Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
• Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
• Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
• Prioritize daily work, track progress for current work, and consistently meet deadlines
• Maintain and foster team culture

Job description

JPMorgan Chase & Co. in New York is seeking a Private Client Investment Associate to support Private Client Advisors within Wealth Management.

You will provide client service, operational marketing and administrative support to Advisors, helping to deliver tailored investment solutions to meet clients’ financial needs. The role emphasizes accurate processing of requests, proactive client communication, and ongoing wealth planning support while maintaining rigorous risk management and compliance