Wealth Management: Private Client Investment Associate

Testing Site - JPMC; Scottsdale (AZ); On-site; USD 70,000 - 100,000; Full time

Job summary

J.P. Morgan Wealth Management seeks a Private Client Investment Associate to provide client service, operational support, and administrative assistance to Private Client Advisors. The role emphasizes relationship management, wealth planning support, and adherence to regulatory procedures.

The position involves handling account openings, money movements, and investment trades, while maintaining strong client relationships and facilitating risk management and compliance tasks.

Qualifications

• Strong client service orientation and relationship-building skills.
• Ability to manage multiple requests with accuracy and timeliness.
• Comfort with annual wealth planning processes and reporting.

Responsibilities

• Support Advisors with book of business and operational requests.
• Build and maintain client relationships, process requests and provide up-to-date information.
• Assist in relationship and account reviews and prepare performance reports.

Skills

Client relations

Time management

Customer service

Education

Series 7 license

SIE exam

Series 66 license (63/65)

Life and Health Insurance license

Job description

J.P. Morgan Wealth Management seeks a Private Client Investment Associate to provide client service, operational support, and administrative assistance to Private Client Advisors. The role emphasizes relationship management, wealth planning support, and adherence to regulatory procedures.

The position involves handling account openings, money movements, and investment trades, while maintaining strong client relationships and facilitating risk management and compliance tasks.