at J.P. Morgan
Bulge Bracket Investment BanksPosted 4 days ago
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**J.P. Morgan Wealth Management - Private Client Investment Associate in Saginaw, MI** As a Private Client Investment Associate, you'll support Private Client Advisors in Saginaw, MI, by facilitating operational tasks, building client relationships, and aiding in wealth planning. Here's what you'll do: manage Advisors' book of business, handle account opening, money movement, and trades; maintain relationships via issue resolution and updates; assist in account reviews and performance reporting; engage in risk management, and meet deadlines while fostering a collaborative team culture. Key requirements include holding (or obtaining within 120 days) active Series 7, 66, SIE, and Life & Health Insurance licenses. Bring your advanced personal advising experience to provide top-tier support and help clients achieve their financial goals.
- Compensation
- Not specified USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
Full Job Description
Location: Saginaw, MI, United States
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 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
Required qualifications, capabilities, and skills
- A valid and active Series 7 license is required or may be obtained within 120 days 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
