Wealth Management Private Client Associate

JPMorganChase; Georgetown Charter Township (MI); On-site; USD 65,000 - 110,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Investment Associate to deliver exceptional client service, support advisors, and handle account openings, money movement, and trades with precision and timeliness.

You will help preserve client relationships, conduct account reviews, support risk management procedures, and ensure regulatory compliance while maintaining a proactive team-focused environment.

Qualifications

• Active Series 7 license required or may be obtained within 120 days of employment.
• If registered after Oct 1, 2018, must have a valid SIE exam.
• Active Series 66 (63/65) and Life & Health Insurance licenses must be obtained within 120 days of starting in role.

Responsibilities

• Support Advisors book of business including account openings, money movement and investment trades.
• Assist Advisors by building and maintaining client relationships, processing requests, resolving issues, and providing up-to-date information.
• Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely performance reports.
• Actively engage in Risk Management; include Know Your Customer procedures, Account Reviews and inquiries.
• Support operational procedures and compliance requirements (forms and documentation).
• Prioritize daily work, track progress, and consistently meet deadlines.
• Maintain and foster team culture.

Skills

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

J.P. Morgan Chase in the United States seeks a Private Client Investment Associate to deliver exceptional client service, support advisors, and handle account openings, money movement, and trades with precision and timeliness.

You will help preserve client relationships, conduct account reviews, support risk management procedures, and ensure regulatory compliance while maintaining a proactive team-focused environment.