J.P. Morgan Wealth Management - Private Client Investment Associate - Lower Midt
JPMorganChase, New York, NY, United States
Job Description
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job Responsibilities
Support Advisors book of business including facilitation of 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, promote 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 Inquiries.
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, Capabilities, And Skills
A valid and active Series 7 license is required or must be obtained within 120 days of employment.
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essentials (SIE) exam.
A valid and active Series 66 (or 63/65) and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment.
Investment And Insurance Products Are
Not FDIC insured.
Not insured by any federal government agency.
Not a deposit or other obligation of, or guaranteed by, JPMorgan Chase Bank, N.A. or any of its affiliates.
Subject to investment risks, including possible loss of the principal amount invested.
Benefits
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation. We also offer a range of benefits and programs to meet employee needs, including comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Equal Opportunity Employer / Disability / Veterans
We are an equal‑opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability. We also make reasonable accommodations for applicants and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
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At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job Responsibilities
Support Advisors book of business including facilitation of 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, promote 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 Inquiries.
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, Capabilities, And Skills
A valid and active Series 7 license is required or must be obtained within 120 days of employment.
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essentials (SIE) exam.
A valid and active Series 66 (or 63/65) and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment.
Investment And Insurance Products Are
Not FDIC insured.
Not insured by any federal government agency.
Not a deposit or other obligation of, or guaranteed by, JPMorgan Chase Bank, N.A. or any of its affiliates.
Subject to investment risks, including possible loss of the principal amount invested.
Benefits
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation. We also offer a range of benefits and programs to meet employee needs, including comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Equal Opportunity Employer / Disability / Veterans
We are an equal‑opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability. We also make reasonable accommodations for applicants and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
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