Wealth Management Private Client Associate

JP Morgan Chase; Jackson (TN); On-site; USD 60,000 - 90,000; Full time

Job summary

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

The role involves processing requests, maintaining client relationships, supporting wealth planning, and contributing to risk management and compliance activities. A Series 7 license and related exams are required, with additional certifications encouraged.

Qualifications

• A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
• If you were registered after October 1, 2018 you must also 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 including administrative tasks like account openings, money movement and investment trades
• Assist Advisors by maintaining client relationships and handling requests, issue resolution and wealth planning support
• Assist in managing relationship and account reviews and prepare performance reports
• Engage in risk management activities including KYC procedures, account reviews and inquiries
• Support compliance with operational forms and documentation
• Prioritize daily work and ensure deadlines are met
• Foster team culture and collaboration

Skills

Series 7 license

SIE exam

Series 66 (63/65)

Life and Health Insurance license

Job description

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

The role involves processing requests, maintaining client relationships, supporting wealth planning, and contributing to risk management and compliance activities. A Series 7 license and related exams are required, with additional certifications encouraged.