Wealth Management Private Client Associate

JPMorgan Chase & Co.; Dublin (CA); On-site; USD 50,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. is looking for a Private Client Investment Associate in Dublin, California, to provide exceptional client service and operational support to Private Client Advisors within Wealth Management.

The role includes managing account operations, building client relationships, and Ensuring compliance with regulations while promoting firm services. Candidates should possess a Series 7 license and a strong commitment to relationship building.

Qualifications

• Valid and active Series 7 license required or to be obtained within 60 days.
• For registrants after October 1, 2018, a valid SIE exam required.
• Life and Health Insurance license to be obtained within 60 days.

Responsibilities

• Support Advisors' business operations, including account opening and investment trades.
• Aid in building and maintaining client relationships.
• Assist with account reviews and prepare performance reports.
• Engage in Risk Management and compliance procedures.
• Track daily work progress and meet deadlines.

Skills

Client Relationship Management

Operational Support

Risk Management

Tools

Securities Industry Essential (SIE)

Series 7 License

Series 66 License

Job description

JPMorgan Chase & Co. is looking for a Private Client Investment Associate in Dublin, California, to provide exceptional client service and operational support to Private Client Advisors within Wealth Management.

The role includes managing account operations, building client relationships, and Ensuring compliance with regulations while promoting firm services. Candidates should possess a Series 7 license and a strong commitment to relationship building.