Wealth Management: Private Client Investment Associate

Testing Site - JPMC; East White Plains (NY); On-site; USD 70,000 - 120,000; Full time

Job summary

J.P. Morgan Chase’s Wealth Management division seeks a Private Client Investment Associate in the New York area to deliver exceptional client service, support Private Client Advisors, and handle operational requests such as account openings, money movements, and trades.

Responsibilities include maintaining client relationships, assisting in wealth planning, and participating in risk management and regulatory compliance.

Qualifications

• Valid and active Series 7 license required (or obtain within 120 days).
• Separate Series 66/63/65, SIE, and Life and Health licenses must be obtained within 120 days.
• Knowledge of regulatory compliance and wealth management practices.

Responsibilities

• Support Advisors by processing requests for account openings, money movement and trades.
• Build and maintain client relationships through timely service and referral management.
• Assist with account reviews and performance reporting.
• Engage in risk management; Know Your Customer and account reviews.
• Support operational procedures and regulatory documentation.
• Prioritize daily tasks and meet deadlines; foster team culture.
• Assist in compliance with firm procedures and client services.

Skills

Client service

Regulatory knowledge

Attention to detail

Job description

J.P. Morgan Chase’s Wealth Management division seeks a Private Client Investment Associate in the New York area to deliver exceptional client service, support Private Client Advisors, and handle operational requests such as account openings, money movements, and trades.

Responsibilities include maintaining client relationships, assisting in wealth planning, and participating in risk management and regulatory compliance.