Wealth Management: Private Client Investment Associate

JP Morgan Chase; Woodside (NY); On-site; USD 100,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to deliver client service and administrative support to Private Client Advisors. You will assist with wealth planning, referrals, and lead generation while upholding risk controls and client data standards.

The role involves processing client requests, maintaining relationships, and supporting account reviews. This position requires licensing and compliance credentials and offers exposure to a broad

Qualifications

• Provide client service and administrative support to Private Client Advisors.
• Assist in wealth planning, referrals, and lead generation.
• Maintain compliance and risk procedures (KYC, account reviews).

Responsibilities

• Support Advisors book of business by handling account openings, money movements and trades.
• Build and maintain client relationships through processing requests and resolving issues.
• Assist in relationship and account reviews; prepare performance reports and referrals.
• Engage in risk management and KYC procedures; participate in account reviews and inquiries.
• Support operational procedures and compliance requirements with required forms/docs.
• Prioritize daily work, track progress, and meet deadlines.
• Foster team culture and collaboration.

Skills

Client service

Operational support

Administrative support

Relationship building

Education

Series 7 license

SIE exam

Series 66 (63/65)

Life and Health Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to deliver client service and administrative support to Private Client Advisors. You will assist with wealth planning, referrals, and lead generation while upholding risk controls and client data standards.

The role involves processing client requests, maintaining relationships, and supporting account reviews. This position requires licensing and compliance credentials and offers exposure to a broad