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About the Role
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. You will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Responsibilities
- Support Advisors book of business including facilitating accurately and timely operational requests such as account opening, money movement and investment trades.
- Aid Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information.
- Assist Advisors with ongoing wealth planning for clients and referral source management and new lead generation.
- Manage relationship and account reviews, promoting firm services to deepen client relationships.
- Prepare timely and accurate 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.
Requirements
- A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment.
- If registered after October 1, 2018, a valid and active Securities Industry Essential (SIE) exam is required.
- A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment.
- This position is subject to Section 19 of the Federal Deposit Insurance Act. An employment offer is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
Skills
- Client service
- Operational marketing
- Administrative support
- Risk Management
- Know Your Customer procedures
- Wealth planning
- Relationship management
- Performance reporting
- Business unit operational procedures
- Compliance requirements
Location
- Remote
Work Type
- Full-time
Experience Level
- Not specified
Education Level
- Not specified
Salary/Compensations
- Base salary determined based on the role, experience, skill set and location.
- Commission-based pay and/or discretionary incentive compensation may be offered.
- Additional details about total compensation will be provided during the hiring process.
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
About the Company
- J.P. Morgan Chase has an enthusiasm for helping clients, taking care of employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
- Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products.
- Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
- We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
- Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
- We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
- We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Equal Opportunity
- We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
- We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
- We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
- Equal Opportunity Employer/Disability/Veterans