Wealth Management: Private Client Solutions Associate

Aumni; Warren (MI); Presencial; USD 75 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health care coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Equity incentives

Resumo da oferta

J.P. Morgan Chase in the United States seeks a Private Client Investment Associate to deliver exceptional client service and support Private Client Advisors, efficiently handling operational tasks with precision.

You will assist with account openings, money movements, and investment trades, while fostering client relationships, conducting reviews, and supporting risk management and regulatory compliance within a collaborative wealth management team.

Qualificações

• Active Series 7 license required or may be obtained within 120 days of employment.
• If registered after Oct 1, 2018, must have a valid and active SIE exam.
• Active Series 66 (63/65) license and Life and Health Insurance license must be obtained within 120 days of starting in role.

Responsabilidades

• Support Advisors book of business by facilitating operational requests such as account opening, money movement and investment trades with accuracy and timeliness.
• Build and maintain client relationships by processing requests, resolving issues, and providing up-to-date information; assist with wealth planning and referral management.
• Assist in managing relationship and account reviews; promote firm services to deepen client relationships; prepare timely and accurate performance reports.

Formação académica

Series 7 license

SIE exam

Series 66 (63/65) license

Life and Health Insurance license

Descrição da oferta de emprego

J.P. Morgan Chase in the United States seeks a Private Client Investment Associate to deliver exceptional client service and support Private Client Advisors, efficiently handling operational tasks with precision.

You will assist with account openings, money movements, and investment trades, while fostering client relationships, conducting reviews, and supporting risk management and regulatory compliance within a collaborative wealth management team.