Wealth Management Private Client Associate

JPMorganChase; Dallas (TX); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

On-site wellness centers

Backup childcare

Job summary

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

You will interact with clients to offer investment solutions, support advisors with book of business, and contribute to wealth planning and referral source management while maintaining high service standards.

Qualifications

• A valid and active Series 7 license is required or may be obtained within 60 days of employment.
• If registered after Oct 1, 2018, you must 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 by facilitating operational requests such as account opening, money movement and investment trades.
• Build and maintain client relationships through processing requests, resolving issues, and providing up-to-date information; assist with wealth planning and lead generation.
• Assist in managing relationship and account reviews, promote firm services to deepen client relationships, and prepare performance reports.
• Actively engage in Risk Management including Know Your Customer procedures, Account Reviews and Inquiries.
• Support business unit operational procedures and compliance requirements (e.g. completion of forms and documentation).
• Prioritize daily work, track progress and ensure deadlines are met.
• Maintain and foster team culture.

Skills

Series 7 license

SIE exam

Series 66 license

Job description

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

You will interact with clients to offer investment solutions, support advisors with book of business, and contribute to wealth planning and referral source management while maintaining high service standards.