Wealth Management: Private Client Investment Associate

JP Morgan Chase; New York (NY); On-site; USD 85,000 - 135,000; Full time

Job summary

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

You will help service a growing client book and ensure efficient execution of day‑to‑day wealth management tasks. Responsibilities include handling account openings, money movement, and investment trades, supporting client relationships, and assisting with risk and compliance processes while maintaining

Qualifications

• A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment
• If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essentials (SIE) exam
• A valid and active 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 operational requests such as account openings, money movement and investment trades
• Aid Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information for wealth planning and referral management
• Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare performance reports
• Actively engage in Risk Management including Know Your Customer procedures, Account Reviews and Inquiries
• Support business unit procedures and compliance requirements (e.g., completing operational forms and documentation)
• Prioritize daily work, track progress, and meet deadlines
• Maintain and foster team culture

Skills

Client service

Relationship building

Operational support

Attention to detail

Job description

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

You will help service a growing client book and ensure efficient execution of day‑to‑day wealth management tasks. Responsibilities include handling account openings, money movement, and investment trades, supporting client relationships, and assisting with risk and compliance processes while maintaining