J.P. Morgan Wealth Management - Private Client Investment Associate - Redwood City, CA
On-site · Redwood City, California, United States
Job Summary
Provide client service and operational support to Private Client Advisors within Wealth Management. Facilitate accurate and timely operational requests including account opening, money movement, and investment trades; build and maintain client relationships by processing requests, resolving issues, and assisting with ongoing wealth planning and referral-source management. Aid in managing relationship and account reviews, promote firm services to deepen client relationships, and prepare performance reports. Actively engage in risk management and regulatory procedures (KYC, account reviews). Support business-unit operational procedures and compliance, prioritize daily work, track progress, and ensure deadlines are met. Maintain and foster team culture.
Required Qualifications
- A valid and active Series 7 license is required or may be obtained within 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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