Wealth Management: Private Client Associate

JPMorgan Chase & Co.

Newport Beach (CA)

On-site

USD 75,000 - 110,000

Full time

9 days ago

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Job summary

JPMorgan Chase & Co. Wealth Management is seeking a Private Client Investment Associate in Newport Beach to deliver client service, operational support, and wealth planning assistance to Private Client Advisors.

You will process account openings, money movements, and investment trades, maintain client relationships through timely requests and referrals, and help prepare performance reports while ensuring compliance.

Qualifications

A valid and active Series 7 license is required or may be obtained within 60 days.
If you were registered after Oct 1, 2018 you must also have a valid and active Securities Industry Essentials (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.

Responsibilities

Support Advisors book of business including facilitating operational requests such as account opening, money movement and trades.
Assist in building and maintaining client relationships through processing requests and referrals; support wealth planning.
Assist in managing relationship and account reviews; prepare performance reports.
Engage in risk management; Know Your Customer procedures and account reviews.
Support operational procedures and compliance requirements; complete forms and documentation.
Prioritize daily work, track progress, and meet deadlines.
Maintain and foster team culture.