Wealth Management: Private Client Investment Associate

JPMorgan Chase & Co.; Boulder (CO); In loco; USD 65.000 - 95.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase & Co. seeks a Private Client Investment Associate in Wealth Management to provide client service, operations support, and administrative assistance to Private Client Advisors.

You will help with account openings, money movements, and investment trades, while building client relationships and assisting with wealth planning and lead generation. You will also support reviews, risk management, regulatory compliance, and reporting tasks, ensuring timely completion of forms and

Competenze

• A valid and active Series 7 license is required.
• 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

Mansioni

• Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
• Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
• Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
• Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquiries
• Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
• Prioritize daily work, track progress for current work, and consistently meet deadlines
• Maintain and foster team culture

Conoscenze

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Descrizione del lavoro

JPMorgan Chase & Co. seeks a Private Client Investment Associate in Wealth Management to provide client service, operations support, and administrative assistance to Private Client Advisors.

You will help with account openings, money movements, and investment trades, while building client relationships and assisting with wealth planning and lead generation. You will also support reviews, risk management, regulatory compliance, and reporting tasks, ensuring timely completion of forms and