Wealth Management Private Client Associate

Testing Site - JPMC; Austin (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

J.P. Morgan Chase in Austin, TX is seeking a Private Client Investment Associate to provide client service and administrative support within Wealth Management. You will assist Private Client Advisors with daily operations and client interactions.

You will help with wealth planning, referrals, and maintaining relationships while upholding risk management standards. A focus on regulatory compliance and accurate processing of requests is essential.

Qualifications

• Experience in client service and wealth management is required.
• Knowledge of risk management and financial services workflows.
• Ability to process administrative requests accurately and on time.
• Familiarity with Know Your Customer procedures.

Responsibilities

• Support Advisors' book of business including account openings, money movement, and trades.
• Build and maintain client relationships and assist with wealth planning and lead generation.
• Manage relationship and account reviews and prepare performance reports.
• Engage in risk management including KYC procedures and account reviews.
• Support operational procedures and compliance documentation.
• Prioritize daily work and meet deadlines.
• Maintain and foster team culture.

Skills

Client service

Relationship management

Operational support

Wealth management knowledge

Education

Series 7 license

SIE exam

Series 66 license (63/65)

Life and Health Insurance license

Job description

J.P. Morgan Chase in Austin, TX is seeking a Private Client Investment Associate to provide client service and administrative support within Wealth Management. You will assist Private Client Advisors with daily operations and client interactions.

You will help with wealth planning, referrals, and maintaining relationships while upholding risk management standards. A focus on regulatory compliance and accurate processing of requests is essential.