J.P. Morgan Wealth Management - Private Client Investment Associate - Fremont, CA
On-site · Fremont, California, United States
Job Summary
Provide client service and administrative support to Private Client Advisors within Wealth Management; assist with opening accounts, money movements, and investment trades; build and maintain client relationships through processing requests, issue resolution, and wealth-planning assistance; support in managing relationships, account reviews, and timely performance reporting; engage in risk management (KYC procedures); ensure compliance with operational forms and documentation; prioritize daily work, meet deadlines, and foster a collaborative team culture; role involves supporting wealth management activities and related client service tasks.
Required Qualifications
- Series 7 license required or may be obtained within 60 days
- SIE exam
- Series 66 (63/65) license must be obtained within 60 days
- Life and Health Insurance license must be obtained within 60 days
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