Wealth Management Private Client Support Associate

Security Capital Research; Irvine (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

J.P. Morgan Chase in Irvine is seeking a Private Client Investment Associate within Wealth Management. You will provide client service and operational support to Private Client Advisors, handling account openings, money movements and investment trades.

You will assist in wealth planning, relationship management, and risk controls, while ensuring timely processing and compliance with firm policies. This role emphasizes client service excellence and teamwork.

Qualifications

• Must hold a valid Series 7 or Series 66 license, with SIE if registered after Oct 1, 2018.
• Life and Health Insurance license must be obtained within 60 days of starting.
• Knowledge of wealth management processes and compliance is preferred.

Responsibilities

• Support Advisors book of business including facilitating operational requests such as account opening, money movement and investment trades
• Assist Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting with wealth planning
• Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely performance reports
• Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
• Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
• Prioritize daily work, track progress for current work, and consistently meet deadlines
• Maintain and foster team culture

Skills

Series 7

Series 66 (63/65)

SIE exam

Life and Health Insurance license

Job description

J.P. Morgan Chase in Irvine is seeking a Private Client Investment Associate within Wealth Management. You will provide client service and operational support to Private Client Advisors, handling account openings, money movements and investment trades.

You will assist in wealth planning, relationship management, and risk controls, while ensuring timely processing and compliance with firm policies. This role emphasizes client service excellence and teamwork.