J.P. Morgan Wealth Management - Private Client Investment Associate - Columbus, OH

JPMorganChase • Columbus, OH

3d

About The Position

As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide exceptional client service, operational marketing, and administrative support to Private Client Advisors. You will manage operational requests—including account opening, money movement, and investment trades—with precision and promptness. You will help Advisors foster and preserve client relationships, conduct account reviews, and promote firm services to enhance client relationships. The position also supports risk management, business-unit operations, and regulatory compliance. You will prioritize daily tasks, track progress, meet deadlines, and contribute to a positive team environment.

Requirements

• A valid and active Series 7 license is required or must be obtained within 120 days of employment.
• If registered after October 1, 2018, a valid and active Securities Industry Essential (SIE) exam is also required.
• A valid and active Series 66 (63/65) license and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment.

Responsibilities

• Support Advisors’ books of business by facilitating accurate and timely operational requests, including account opening, money movement, and investment trades.
• Help Advisors build and maintain client relationships by processing requests, resolving issues, providing up-to-date information, assisting with ongoing wealth planning, managing referral sources, and generating new leads.
• Assist with relationship and account reviews, promote firm services to deepen client relationships, and prepare timely, accurate performance reports.
• Engage in risk management, including Know Your Customer procedures, account reviews, and inquiries.
• Support business-unit operational procedures and compliance requirements, including completing required operational forms and documentation.
• Prioritize daily work, track progress, and consistently meet deadlines.
• Maintain and foster team culture.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed