J.P. Morgan Wealth Management - Private Client Investment Associate - Mandarin S
JPMorganChase, Bellevue, WA, United States
At J.P. Morgan Chase, we are passionate about 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.
Job Responsibilities
Support Advisors’ book of business, including facilitating accurately and timely operational requests such as account opening, money movement, and investment trades.
Assist Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up‑to‑date information; support ongoing wealth planning, referral source management, and new lead generation.
Help manage relationship and account reviews, promote firm services to deepen client relationships, and prepare timely and accurate performance reports.
Actively engage in Risk Management, including Know Your Customer procedures, account reviews, and enquiries.
Support business‑unit operational procedures and compliance requirements (e.g., completion of required operational forms and documentation).
Prioritize daily work, track progress, and consistently meet deadlines.
Maintain and foster a positive team culture.
Required Qualifications, Capabilities, and Skills
A valid and active Series 7 license is required or must be obtained within 60 days of employment.
If registered after October 1 2018, a valid and active Securities Industry Essentials (SIE) exam is also required.
A valid and active Series 66 (63/65) and Life & Health Insurance license must be obtained within 60 days of starting the role.
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
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, or any other basis protected under applicable law. 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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Job Responsibilities
Support Advisors’ book of business, including facilitating accurately and timely operational requests such as account opening, money movement, and investment trades.
Assist Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up‑to‑date information; support ongoing wealth planning, referral source management, and new lead generation.
Help manage relationship and account reviews, promote firm services to deepen client relationships, and prepare timely and accurate performance reports.
Actively engage in Risk Management, including Know Your Customer procedures, account reviews, and enquiries.
Support business‑unit operational procedures and compliance requirements (e.g., completion of required operational forms and documentation).
Prioritize daily work, track progress, and consistently meet deadlines.
Maintain and foster a positive team culture.
Required Qualifications, Capabilities, and Skills
A valid and active Series 7 license is required or must be obtained within 60 days of employment.
If registered after October 1 2018, a valid and active Securities Industry Essentials (SIE) exam is also required.
A valid and active Series 66 (63/65) and Life & Health Insurance license must be obtained within 60 days of starting the role.
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
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, or any other basis protected under applicable law. 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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