J.P. Morgan Wealth Management - Private Client Investment Associate - New York, NY

JPMorgan Chase • New York, NY

412d • $55,099 - $78,000

About The Position

As a Private Client Investment Associate at J.P. Morgan Wealth Management, you will play a crucial role in providing exceptional client service and operational support to Advisors. This position involves managing client relationships, facilitating account operations, and engaging in risk management, all while utilizing cutting-edge technology to deliver tailored investment solutions. You will be integral to the Advisors' business operations, ensuring timely and accurate processing of requests and fostering a strong team culture.

Requirements

• A valid and active Series 7 license is required or must be obtained within 60 days of employment.
• A valid and active Securities Industry Essentials (SIE) exam if registered after October 1, 2018.
• A valid and active Series 66 (63/65) and Life and Health Insurance license must be obtained within 60 days of starting the role.

Responsibilities

• Support Advisors' book of business by facilitating operational requests such as account opening, money movement, and investment trades.
• Build and maintain client relationships by processing requests, resolving issues, and providing up-to-date information.
• Assist Advisors with ongoing wealth planning for clients and referral source management.
• Manage relationship and account reviews, promoting firm services to deepen client relationships and prepare performance reports.
• Engage in Risk Management, including Know Your Customer procedures and Account Reviews.
• Support business unit operational procedures and compliance requirements.
• Prioritize daily work, track progress, and consistently meet deadlines.
• Maintain and foster team culture.

Benefits

• Health insurance
• Tuition reimbursement
• Retirement plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed