Wealth Management: Private Client Investment Associate

JPMorgan Chase & Co.; Saint Charles (MO); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Investment Associate within Wealth Management to deliver exceptional client service, support Private Client Advisors, and handle operational requests including account openings, money movement, and investment trades.

You will help nurture client relationships, conduct reviews, participate in risk management processes, and ensure regulatory compliance while maintaining a positive team atmosphere.

Qualifications

• Active and valid securities licenses required within 120 days.
• SIE exam must be active if registered after Oct 1, 2018.
• Life and Health Insurance license must be obtained within 120 days of start.

Responsibilities

• Support Advisors by processing account openings, money movement and investment trades.
• Build and maintain client relationships through timely requests and information.
• Assist in relationship and account reviews; prepare performance reports.
• Engage in Risk Management; Know Your Customer procedures and account reviews.
• Support regulatory compliance and complete required operational forms.
• Prioritize daily work and meet deadlines; maintain team culture.

Skills

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Investment Associate within Wealth Management to deliver exceptional client service, support Private Client Advisors, and handle operational requests including account openings, money movement, and investment trades.

You will help nurture client relationships, conduct reviews, participate in risk management processes, and ensure regulatory compliance while maintaining a positive team atmosphere.