J.P. Morgan Wealth Management Private Client In...

@ JPMorganChase

About the Role

The J.P. Morgan Wealth Management Private Client Investment Associate provides operational, marketing, and administrative support to Private Client Advisors. The role focuses on client service, relationship building, and facilitating efficient processing of account requests, money movements, and investment trades.

Job Responsibilities

• Support Advisors' book of business by processing operational requests accurately and timely.
• Maintain and build client relationships by processing requests and resolving issues.
• Assist in wealth planning, referral management, and new lead generation.
• Manage account reviews and prepare performance reports.
• Engage in Risk Management and compliance including KYC procedures.
• Prioritize and track daily work and meet deadlines.
• Foster a team culture and support operational procedures.

Required Qualifications and Licenses

Candidates must hold or obtain a valid and active Series 7 license including SIE (if registered after October 1, 2018), and Series 66 (63/65) with Life and Health Insurance license within 60 days of employment.

About J.P. Morgan Chase

J.P. Morgan Chase is a leading financial services firm committed to exceptional client service, diversity, and inclusion. The firm offers a competitive total rewards package, comprehensive benefits, and opportunities for growth while serving nearly half of America’s households and small businesses.

Key skills/competency

• Client Service
• Operational Support
• Wealth Planning
• Risk Management
• Compliance
• Relationship Building
• Performance Reporting
• Teamwork
• Investment Products
• Financial Analysis