Wealth Management: Private Client Investment Associate

JP Morgan Chase; Dearborn (MI); On-site; USD 75,000 - 120,000; Full time

Job summary

J.P. Morgan Chase in the United States is seeking a Private Client Investment Associate within Wealth Management to support Private Client Advisors with client service and operational tasks.

The role focuses on delivering outstanding service, handling wealth planning activities, and ensuring timely processing of client requests. You will assist with account openings, money movements, investment trades, and reporting, while maintaining strong client relationships and adherence to risk and

Qualifications

• Requires a valid and active Series 7 license or to obtain within 60 days of employment.
• Must have a valid and active SIE exam; Series 66 (63/65) to be obtained within 60 days.
• Life and Health Insurance license must be obtained within 60 days of starting.

Responsibilities

• Support Advisors by booking business and processing operational requests such as account openings and money movements.
• Assist in wealth planning tasks and maintain client relationships with timely information.
• Help manage reviews, prepare performance reports, and promote firm services.
• Engage in risk management, KYC procedures, account reviews and inquiries.
• Support compliance and documentation requirements for operations.
• Prioritize daily tasks and maintain team culture.

Skills

Client service

Relationship management

Attention to detail

Time management

Education

Series 7 license

SIE exam

Series 66 (63/65) license

Life and Health Insurance license

Job description

J.P. Morgan Chase in the United States is seeking a Private Client Investment Associate within Wealth Management to support Private Client Advisors with client service and operational tasks.

The role focuses on delivering outstanding service, handling wealth planning activities, and ensuring timely processing of client requests. You will assist with account openings, money movements, investment trades, and reporting, while maintaining strong client relationships and adherence to risk and