J.P. Morgan Wealth Management - Private Client Investment Associate
On-site · Charlotte, North Carolina, United States
Job Summary
Provide client service, operational support to Private Client Advisors within Wealth Management; facilitate accurate and timely operational requests (account opening, money movement, investment trades); assist Advisors by building and maintaining client relationships, processing requests, resolving issues, and providing up-to-date information; assist with ongoing wealth planning for clients and referral source management and new lead generation; assist in managing relationship and account reviews, promote firm services to deepen client relationships, and prepare timely performance reports; actively engage in risk management including Know Your Customer procedures, account reviews and inquiries; support business unit operational procedures and compliance requirements; prioritize daily work, track progress, and meet deadlines; maintain and foster team culture.
Required Qualifications
- A valid and active Series 7 license is required or may be obtained within a 60 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 60 days of starting in the role as a condition of employment
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