J.P. Morgan Wealth Management - Private… at JPMorganChase · 13949…

Summary: J.P. Morgan Chase is a leading financial services firm dedicated to helping clients achieve their financial goals. The Private Client Investment Associate will provide client service and operational support to Private Client Advisors, ensuring timely and accurate handling of 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 Essential (SIE) exam, Series 66 license, Life, Health Insurance license Benefits: Comprehensive health care coverage, On-site health and wellness centers, A retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support, Financial coaching