Wealth Management Client Support Associate

Aumni; Oklahoma City (OK); On-site; USD 60,000 - 90,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking a Private Client Investment Associate who will provide client service, operational support, and administration to Private Client Advisors within Wealth Management.

You will handle requests like account openings, money movement, and trades, build client relationships, support reviews, risk and compliance, and help deepen client relationships while helping meet financial goals.

Qualifications

• A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
• If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
• A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Support Advisors book of business including facilitating operational requests such as account opening, money movement and investment trades
• Aid the Advisors by building and maintaining client relationships through processing requests and resolving issues
• Assist in managing relationship and account reviews, and 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
• Prioritize daily work, track progress and meet deadlines
• Maintain and foster team culture

Skills

Series 7 license

SIE exam

Series 66 (63/65)

Life and Health Insurance license

Job description

J.P. Morgan Wealth Management is seeking a Private Client Investment Associate who will provide client service, operational support, and administration to Private Client Advisors within Wealth Management.

You will handle requests like account openings, money movement, and trades, build client relationships, support reviews, risk and compliance, and help deepen client relationships while helping meet financial goals.