Wealth Management: Private Client Investment Associate

JPMorgan Chase & Co.; Bellevue (WA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Bellevue, WA seeks a Private Client Investment Associate to provide client service and operational support to Private Client Advisors within Wealth Management.

The role focuses on processing account openings, money movements and trades while helping deepen client relationships and wealth planning for clients and referrals. The position requires active licenses (Series 7, SIE, Series 66 and Life/Health) with timely eligibility, and emphasizes risk management, compliance,

Qualifications

• Valid and active Series 7 license required or may be obtained within 60 days of employment
• If 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 licenses must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Support Advisors book of business including timely operational requests such as account openings, money movement and investment trades
• Assist Advisors by building and maintaining client relationships through processing requests and ongoing wealth planning
• Assist in managing relationship and account reviews, prepare performance reports
• Engage in risk management including Know Your Customer procedures, account reviews and inquiries
• Support operational procedures and compliance requirements (e.g., forms and documentation)
• Prioritize daily work, track progress, and meet deadlines
• Foster team culture and collaboration

Skills

Series 7 license

SIE exam

Series 66 license

Life & Health Insurance license

Job description

JPMorgan Chase & Co. in Bellevue, WA seeks a Private Client Investment Associate to provide client service and operational support to Private Client Advisors within Wealth Management.

The role focuses on processing account openings, money movements and trades while helping deepen client relationships and wealth planning for clients and referrals. The position requires active licenses (Series 7, SIE, Series 66 and Life/Health) with timely eligibility, and emphasizes risk management, compliance,