Wealth Management: Private Client Investment Associate

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

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver client service and operational support to Private Client Advisors.

You will assist with account openings, money movements, and investment trades while building and maintaining client relationships through timely information and ongoing wealth planning support. You will participate in risk management, KYC procedures, and compliance activities, and help prepare performance reports while ensuring

Qualifications

• Active Series 7 license required or to be obtained within 120 days of employment
• If registered after Oct 1, 2018 you must have a valid and active SIE exam
• Series 66 (63/65) and Life and Health Insurance license must be obtained within 120 days of starting in the role

Responsibilities

• Support Advisors' book of business including facilitating account openings, money movement and investment trades
• Assist in building and maintaining client relationships through processing requests, resolving issues, and providing wealth planning information
• Assist in managing relationship and account reviews, prepare performance reports
• Actively engage in risk management; including Know Your Customer procedures and Account Reviews
• Support business unit operational procedures and compliance requirements (e.g. completion of operational forms)
• Prioritize daily work, track progress for current tasks, and meet deadlines
• Maintain and foster team culture

Skills

Client service

Relationship management

Regulatory compliance

Know Your Customer (KYC)

Risk management

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver client service and operational support to Private Client Advisors.

You will assist with account openings, money movements, and investment trades while building and maintaining client relationships through timely information and ongoing wealth planning support. You will participate in risk management, KYC procedures, and compliance activities, and help prepare performance reports while ensuring