Wealth Management: Private Client Investment Associate

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

Job summary

JPMorgan Chase & Co. in Columbus, OH, is seeking a Private Client Investment Associate to deliver exceptional client service and support Private Client Advisors with account openings, money movement, and trade processing.

You will help build client relationships, assist with wealth planning, participate in risk management, and ensure timely completion of operational tasks while maintaining a positive team culture.

Qualifications

• Valid and active Series 7 license 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 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.

Responsibilities

• Support Advisors' book of business including facilitating account opening, money movement and investment trades
• Aid Advisors by building and maintaining client relationships through processing requests and providing up-to-date information
• 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

Tools

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

JPMorgan Chase & Co. in Columbus, OH, is seeking a Private Client Investment Associate to deliver exceptional client service and support Private Client Advisors with account openings, money movement, and trade processing.

You will help build client relationships, assist with wealth planning, participate in risk management, and ensure timely completion of operational tasks while maintaining a positive team culture.