Wealth Management: Private Client Investment Associate

JPMorgan Chase & Co.; Town of Huntington (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Wealth Management seeks a Private Client Investment Associate to deliver client service and operational support to Private Client Advisors, leveraging our digital platform to meet clients’ financial needs.

You will facilitate account openings, money movement and trades, strengthen client relationships, assist with wealth planning, risk management, and regulatory compliance while maintaining team culture.

Qualifications

• Active Series 7 license required or obtainable within 120 days.
• If registered after Oct 1, 2018 you must have a valid SIE exam.
• A valid Series 66 (63/65) and Life and Health Insurance license must be obtained within 120 days.

Responsibilities

• Support Advisors book of business including facilitating account openings, money movements and investment trades.
• Build and maintain client relationships through processing requests, resolving issues, and providing up-to-date information; assist with wealth planning and referrals.
• Assist in managing relationship and account reviews; prepare timely performance reports.
• Actively engage in risk management including Know Your Customer procedures and account reviews.
• Support operational procedures and compliance requirements.
• Prioritize daily work, track progress and meet deadlines.
• Maintain and foster team culture.

Skills

Client service

Relationship building

Customer support

Time management

Education

Series 7 license

SIE exam

Series 66 (63/65) license

Life and Health Insurance license

Job description

J.P. Morgan Wealth Management seeks a Private Client Investment Associate to deliver client service and operational support to Private Client Advisors, leveraging our digital platform to meet clients’ financial needs.

You will facilitate account openings, money movement and trades, strengthen client relationships, assist with wealth planning, risk management, and regulatory compliance while maintaining team culture.