J.P. Morgan Wealth Management - Private Client Investment Associate - San Mateo, CA
On-site · San Mateo, California, United States
Job Summary
Provide client service and operational support to Private Client Advisors within Wealth Management; facilitate accurately and timely operational requests such as account opening, money movement and investment trades; build and maintain client relationships through processing requests, resolving issues, and providing up-to-date information; assist in ongoing wealth planning, referral source management and new lead generation; manage relationship and account reviews, promote firm services, and prepare timely performance reports; engage in risk management including KYC procedures, account reviews and inquiries; support compliance and required operational forms/documentation; prioritize daily work to meet deadlines and maintain team culture.
Required Qualifications
- Series 7 license (active or may be obtained within 60 days)
- SIE exam (required if registered after Oct 1, 2018)
- Series 66 (63/65) and Life and Health Insurance license (must be obtained within 60 days)
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