Wealth Management: Private Client Investment Associate

JP Morgan Chase; New York (NY); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

J.P. Morgan Chase is seeking a Private Client Investment Associate to provide client service, operational support, and wealth management assistance to Private Client Advisors in Wealth Management. Based in New York, you will facilitate account openings, transfers, trades, and client communications.

You will build relationships, assist with wealth planning, and help drive client satisfaction while maintaining risk controls and regulatory compliance.

Qualifications

• Requires active Series 7 license (or within 60 days).
• Also requires SIE exam if registered after Oct 1, 2018.
• Series 66 (63/65) must be obtained within 60 days of starting.
• Life and Health Insurance licenses must be obtained within 60 days.

Responsabilités

• Support Advisors by handling operational requests: account openings, money movement, trades.
• Build and maintain client relationships; handle requests and provide up-to-date wealth planning info.
• Assist in relationship/account reviews; prepare performance reports and promote firm services.

Connaissances

Client service

Relationship management

Time management

Attention to detail

Team collaboration

Formation

Active Series 7 license

SIE exam

Series 66 (63/65) license

Life & Health Insurance license

Description du poste

J.P. Morgan Chase is seeking a Private Client Investment Associate to provide client service, operational support, and wealth management assistance to Private Client Advisors in Wealth Management. Based in New York, you will facilitate account openings, transfers, trades, and client communications.

You will build relationships, assist with wealth planning, and help drive client satisfaction while maintaining risk controls and regulatory compliance.