Wealth Management: Private Client Ops & Relationships

JPMorgan Chase & Co.; Wheaton (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Investment Associate to deliver superior client service and support Private Client Advisors with account openings, money movements, and investment trades.

You will assist in client relationship building, account reviews, and wealth planning for clients and referrals, while upholding risk management and regulatory standards. You will help maintain operational procedures, complete required forms, and manage daily tasks to meet deadlines, contributing to

Qualifications

• Must hold an active Series 7 license or obtain within 120 days of employment.
• If registered after Oct 1, 2018, must hold an active SIE exam.
• Must obtain Series 66 (or 63/65) and Life & Health Insurance licenses within 120 days.

Responsibilities

• Support Advisors by handling account openings, money movement, and trades with accuracy.
• Build client relationships through timely requests, issue resolution, and wealth planning support.
• Assist in relationship and account reviews, and prepare performance reports for advisors.
• Participate in Risk Management activities, Know Your Customer reviews, and inquiries.
• Ensure compliance with operational forms and documentation; prioritize daily tasks and deadlines.
• Contribute to maintaining a positive team culture.

Skills

Client relationship management

Attention to detail

Regulatory awareness

Education

Series 7 license

SIE exam

Series 66/63/65

Life and Health Insurance license

Job description

JPMorgan Chase & Co. seeks a Private Client Investment Associate to deliver superior client service and support Private Client Advisors with account openings, money movements, and investment trades.

You will assist in client relationship building, account reviews, and wealth planning for clients and referrals, while upholding risk management and regulatory standards. You will help maintain operational procedures, complete required forms, and manage daily tasks to meet deadlines, contributing to