Wealth Management: Private Client Investment Associate

Aumni

New York (NY)

On-site

USD 70,000 - 100,000

Full time

12 days ago

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management in New York to provide client service and operational support to Private Client Advisors. You will handle account openings, money movement, and trades, while helping deepen client relationships and assist with wealth planning and referral management.

The role involves risk management, KYC procedures, and preparing performance reports, with a focus on meeting deadlines and maintaining team culture.

Qualifications

Active Series 7 license or ability to obtain within 120 days of employment.
Also require SIE if registered after Oct 1, 2018.
Must obtain Series 66 (63/65) and Life and Health Insurance licenses within 120 days.

Responsibilities

Provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Support Advisors book of business with account openings, money movement and investment trades.
Help maintain client relationships and assist with wealth planning for clients and referral sources.
Assist in relationship/account reviews and generate timely performance reports.
Engage in risk management and Know Your Customer procedures; comply with required forms and documentation.
Prioritize daily work and meet deadlines while maintaining team culture.