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About the Role

As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will deliver exceptional client service, operational marketing, and administrative support to Private Client Advisors. Your role will encompass efficient management of operational requests, with a strong emphasis on precision and promptness. You will aid Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services. Responsibilities include active participation in Risk Management, supporting operational processes, and complying with regulatory requirements. You will prioritize daily tasks, track progress, meet deadlines, and foster a positive team environment.

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 Inquiries
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 120 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 120 days of starting in the role as a condition of employment

Skills

Client service
Operational marketing
Administrative support
Risk Management
Know Your Customer procedures
Wealth planning
Referral source management
Lead generation
Performance reporting
Team collaboration

Location

Remote

Work Type

Full-time

Experience Level

Associate

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

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.

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