Wealth Management Private Client Support Associate

Aumni; Ann Arbor (MI); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase in the United States is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service, support Private Client Advisors, and manage operational tasks with precision.

You will handle account openings, money movements, and investment trades while aiding advisors in relationship building. The role emphasizes risk management, regulatory compliance, and timely execution within a collaborative team, with opportunities to contribute to client

Qualifications

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

Responsibilities

• Support Advisors' book of business, facilitating account openings, money movement and investment trades.
• Assist Advisors in building and maintaining client relationships and wealth planning activities.
• Assist in relationship and account reviews, and promoting firm services to deepen client relationships; prepare timely performance reports.
• Actively engage in Risk Management, Know Your Customer procedures, Account Reviews and Inquiries.
• Support operational procedures and regulatory compliance requirements.
• Prioritize daily work and track progress to meet deadlines.
• Maintain and foster team culture.

Skills

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

J.P. Morgan Chase in the United States is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service, support Private Client Advisors, and manage operational tasks with precision.

You will handle account openings, money movements, and investment trades while aiding advisors in relationship building. The role emphasizes risk management, regulatory compliance, and timely execution within a collaborative team, with opportunities to contribute to client