at J.P. Morgan
Bulge Bracket Investment BanksPosted 4 days ago
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"J.P. Morgan Wealth Management seeks a Private Client Investment Associate in San Antonio, TX. This role involves supporting advisors' client portfolios, facilitating operational requests (account opening, trades), managing client relationships, and enforcing risk management protocols. Key skills required are client-focused mindset, organizational abilities, knowledge of Private Client Products & Services, and valid Series 7 or 66 license. Responsibilities also include processing requests, preparing reports, and maintaining team culture. Must have a valid Series 7 or 66, SIE (if post-October 2018), and be willing to obtain Life & Health Insurance license within 60 days."
- Compensation
- Not specified
- City
- Not specified
- Country
- United States
Currency: Not specified
Full Job Description
Location: San Antonio, TX, 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, 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 OR a valid and active Series 66 (63/65)
- 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 7 OR valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
