J.P. Morgan Wealth Management - Private Client Investment Associate - Mission Viejo, CA

Facilitate accurate and timely operational requests for Advisors, including account openings, money movements, and investment trades. Build and maintain client relationships by processing requests, resolving issues, and assisting with ongoing wealth planning and referral source management. Manage relationship and account reviews while preparing performance reports and promoting firm services. Actively engage in Risk Management procedures, including Know Your Customer protocols and account inquiries. Prioritize daily work to meet deadlines and support business unit compliance requirements. Obtain required Series 7, SIE, and Series 66 licenses within 60 days of employment.