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

JPMorganChase • Columbus, OH

9d

About The Position

As a Private Client Investment Associate within J.P. Morgan Wealth Management’s Consumer Banking team, you provide operational, marketing, and administrative support to Private Client Advisors. You handle client and account requests, help nurture client relationships, and support ongoing wealth planning. The role also includes risk management and compliance with business-unit operational procedures. You will contribute to relationship and account reviews and team culture, while prioritizing work, tracking progress, and meeting deadlines.

Requirements

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

Responsibilities

• Work with other associates to support a group of Advisors’ book of business, including facilitating timely and accurate account opening, money movement, and investment trade requests.
• Build and maintain client relationships by processing requests, resolving issues, and providing up-to-date information.
• Assist Advisors with ongoing client wealth planning, referral-source management, and new-lead generation.
• Help manage relationship and account reviews and promote firm services to deepen client relationships.
• Prepare timely and 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 on current work, and consistently meet deadlines.
• Maintain and foster team culture.

What This Job Offers

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