Wealth Management: Private Client Solutions Associate

Aumni; Oak Park (IL); On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service, operational support, and assist Private Client Advisors.

You will manage account openings, money movements, and investment trades with precision and promptness while helping advisors build and maintain client relationships. You will participate in risk management procedures, ensure regulatory compliance, prioritise daily tasks, and contribute to a positive team culture

Qualifications

• Licenses required or obtainable within 120 days of hire.

Responsibilities

• Support Advisors by handling client requests, account openings, money movement and trades.
• Assist in maintaining client relationships through service, issue resolution and wealth planning support.
• Prepare timely performance reports and conduct account reviews.
• Participate in Know Your Customer procedures and risk management activities.
• Ensure compliance with regulatory requirements and internal procedures.

Education

Series 7 license

SIE exam

Series 66/63/65 license

Life and Health Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service, operational support, and assist Private Client Advisors.

You will manage account openings, money movements, and investment trades with precision and promptness while helping advisors build and maintain client relationships. You will participate in risk management procedures, ensure regulatory compliance, prioritise daily tasks, and contribute to a positive team culture