Wealth Management: Private Client Investment Associate

JPMorgan Chase & Co.; Arlington Heights (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

J.P. Morgan Chase in Arlington Heights, IL seeks a Private Client Investment Associate to deliver exceptional client service, support Private Client Advisors, and manage operational requests such as account openings, transfers, and trades with precision.

You will help review client relationships, assist with wealth planning, and support risk management and regulatory procedures, while maintaining a collaborative, compliant team environment.

Qualifications

• 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.
• Series 66 (or 63/65) and Life & Health Insurance licenses must be obtained within 120 days.

Responsibilities

• Support Advisors' book of business by facilitating accurate and timely operational requests (account opening, money movement, trades).
• Assist Advisors in building and maintaining client relationships through processing requests and providing up-to-date information.
• Help with ongoing wealth planning for clients and referral source management.
• Assist in relationship and account reviews and prepare performance reports.
• Engage in Risk Management activities, including Know Your Customer procedures and account reviews.
• Support regulatory compliance and completion of required forms and documentation.
• Prioritize daily work, track progress, and help maintain a positive team environment.

Skills

Client service

Regulatory compliance

Risk management

Relationship building

Education

Series 7 license

SIE exam

Series 66/63/65

Life & Health Insurance license

Job description

J.P. Morgan Chase in Arlington Heights, IL seeks a Private Client Investment Associate to deliver exceptional client service, support Private Client Advisors, and manage operational requests such as account openings, transfers, and trades with precision.

You will help review client relationships, assist with wealth planning, and support risk management and regulatory procedures, while maintaining a collaborative, compliant team environment.