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Chase · 1 day ago

J.P. Morgan Wealth Management - Private Client Investment Associate- Chicago, IL

7941 Lincoln Ave, Skokie, IL, 60077, US

Full-time

Onsite

New Grad, Entry Level

$23.52/hr - $34.37/hr

Chase is a leading financial services firm dedicated to helping clients achieve their financial goals. As a Private Client Investment Associate, you will provide client service and operational support to Private Client Advisors, facilitating investment solutions to meet clients' financial needs.

BankingFinancial Services

Responsibilities

Support Advisors book of business including but not limited to facilitating 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, promoting 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 Inquires

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

Qualification

Series 7 licenseSecurities Industry Essential (SIE)Series 66 licenseClient relationship managementRisk managementOperational supportTeam collaboration

Required

A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment

If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam

A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment