Private Client Investment Associate
Not Disclosed•Full-TimeOn-site
location_onPike Street, Central Business District, First Hill, Seattle, King County, Washington, 98191, United States
About the Team
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. As a leading financial services firm, we help nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
About the Role
As a Private Client Investment Associate in J.P. Morgan Wealth Management, 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. Using a broad investment product and thought leadership platform along with cutting-edge digital technology, you will provide client service, operational marketing, and administrative support to Private Client Advisors.
In this role, you will aid advisors by building and maintaining client relationships, resolving issues, and providing up-to-date information. You will actively engage in risk management procedures, support business unit operational processes, and help deepen client relationships through account reviews and performance reporting. You will also foster a collaborative team culture while ensuring all operational requests are handled accurately and timely.
Hiring Process
Additional details about the hiring process and total compensation will be provided during the interview stages.
Equal Opportunity & Culture
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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.
Work location
Work model: On-site
Pike Street, Central Business District, First Hill, Seattle, King County, Washington, 98191, United States
Seattle, Washington
Key Responsibilities
- check_circleBuild and maintain client relationships by resolving issues and providing up-to-date information
- check_circleSupport business unit operational procedures and compliance requirements through documentation
- check_circleAssist with ongoing wealth planning, referral source management, and new lead generation
- check_circleManage relationship and account reviews while preparing timely and accurate performance reports
- check_circleFacilitate operational requests including account opening, money movement, and investment trades
- check_circleEngage in risk management procedures including Know Your Customer protocols and account inquiries
- check_circlePrioritize daily tasks, track progress, and consistently meet deadlines
Requirements
- verifiedValid and active Series 7 license or obtainable within 60 days
- verifiedValid and active Securities Industry Essential (SIE) exam if registered after October 1, 2018
- verifiedValid and active Series 66 (63/65) license to be obtained within 60 days
- verifiedValid and active Life and Health Insurance license to be obtained within 60 days
Benefits & Perks
check_circleComprehensive health care coveragecheck_circleOn-site health and wellness centerscheck_circleRetirement savings plancheck_circleBackup childcareTuition reimbursement
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Frequently asked questions about Private Client Investment Associate at JPMorganChase
What does a Private Client Investment Associate at JPMorganChase do?expand_more
In this Private Client Investment Associate at JPMorganChase role, you will build and maintain client relationships by resolving issues and providing up-to-date information; support business unit operational procedures and compliance requirements through documentation; assist with ongoing wealth planning, referral source management, and new lead generation; and manage relationship and account reviews while preparing timely and accurate performance reports.
What are the requirements for this Private Client Investment Associate role?expand_more
To qualify for the Private Client Investment Associate at JPMorganChase position, applicants should have: Valid and active Series 7 license or obtainable within 60 days; Valid and active Securities Industry Essential (SIE) exam if registered after October 1, 2018; Valid and active Series 66 (63/65) license to be obtained within 60 days; and Valid and active Life and Health Insurance license to be obtained within 60 days.
Where is the Private Client Investment Associate role at JPMorganChase located?expand_more
Private Client Investment Associate at JPMorganChase is based in Pike Street, Central Business District, First Hill, Seattle, King County, Washington, 98191, United States. This is a on-site role.
Is this Private Client Investment Associate job remote, hybrid, or on-site?expand_more
JPMorganChase has listed this Private Client Investment Associate role as on-site.
How much experience is required for this Private Client Investment Associate role?expand_more
Candidates for Private Client Investment Associate at JPMorganChase should have mid level.
What skills do you need for the Private Client Investment Associate role at JPMorganChase?expand_more
Key skills for Private Client Investment Associate at JPMorganChase include Series 7 License; Securities Industry Essential Exam; Series 66; and Life And Health Insurance License.
What category does the Private Client Investment Associate role belong to?expand_more
Private Client Investment Associate at JPMorganChase is part of the accounting & finance job category on Recrutus.