Wealth Management Ops & Client Experience Associate

JPMorgan Chase & Co.; Westerville (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Investment Associate within JPMorgan Wealth Management.

You will support Private Client Advisors with operational, marketing, and administrative tasks, nurture client relationships, and contribute to wealth planning while ensuring compliance. Responsibilities include processing account openings, money movement, and trades; assisting in wealth planning for clients and referral management; and preparing timely performance reports

Qualifications

• Active Series 7 license required.
• Active Securities Industry Essential (SIE) exam required if registered after Oct 1, 2018.
• Active Series 66 (63/65) and Life & Health Insurance licenses must be obtained within 120 days of starting.

Responsibilities

• Support Advisors with operational requests: account openings, money movement and trades.
• Maintain client relationships via processing requests and providing up-to-date wealth planning information.
• Assist in relationship and account reviews, and prepare performance reports.
• Participate in risk management and ensure compliance with operational procedures.

Education

Series 7 license

SIE exam

Series 66 (63/65)

Life and Health Insurance license

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Investment Associate within JPMorgan Wealth Management.

You will support Private Client Advisors with operational, marketing, and administrative tasks, nurture client relationships, and contribute to wealth planning while ensuring compliance. Responsibilities include processing account openings, money movement, and trades; assisting in wealth planning for clients and referral management; and preparing timely performance reports