J.P. Morgan Wealth Management - Private… at JPMorganChase · 120 E…

Summary: J.P. Morgan Chase is a leading financial services firm that focuses on helping clients achieve their financial goals. As a Private Client Investment Associate, you will provide exceptional client service and operational support to Private Client Advisors, managing operational requests and fostering client relationships. Responsibilities: - Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades - Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation - Assist in managing 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 Required Qualifications: - A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment - If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam - 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 Required Skills: Series 7 License, Securities Industry Essentials (SIE) Exam, Series 66 License, Life, Health Insurance License, Investment Product Knowledge, Risk Management, Compliance Procedures, Account Management, Client Service Benefits: Comprehensive health care coverage, On-site health and wellness centers, A retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support, Financial coaching