Wealth Management: Private Client Investment Associate

JPMorgan Chase & Co.; Ann Arbor (MI); Sur place; USD 70 000 - 100 000; Plein temps

Résumé du poste

J.P. Morgan Chase in Ann Arbor, MI, seeks a Private Client Investment Associate to deliver outstanding client service and support Private Client Advisors. You will handle account openings, money movement, and investment trades with precision and speed.

You will help build client relationships, assist with wealth planning, conduct account reviews, and support risk management and regulatory compliance. The role emphasizes timely execution, data accuracy, and contributing to a positive team

Qualifications

• A valid and active Series 7 license is required or may be obtained within 120 days 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 120 days of starting in the role as a condition of employment.

Responsabilités

• Support Advisors book of business including facilitating operational requests such as account opening, money movement and investment trades.
• Aid the Advisors by building and maintaining client relationships through processing requests and providing up-to-date information.
• Assist in managing relationship and account reviews and prepare timely performance reports.
• Actively engage in Risk Management including Know Your Customer procedures and account reviews.
• Support compliance requirements and documentation for operational procedures.
• Prioritize daily work and track progress to meet deadlines.
• Maintain and foster team culture.

Formation

Series 7 license

SIE exam

Series 66 (63/65) license

Life and Health Insurance license

Description du poste

J.P. Morgan Chase in Ann Arbor, MI, seeks a Private Client Investment Associate to deliver outstanding client service and support Private Client Advisors. You will handle account openings, money movement, and investment trades with precision and speed.

You will help build client relationships, assist with wealth planning, conduct account reviews, and support risk management and regulatory compliance. The role emphasizes timely execution, data accuracy, and contributing to a positive team