Chase Wealth Management (Private Client Investment Associate)

JPMorgan Chase & Co.

(New York, New York)

Full Time Travel Required

Job Posting Details

About JPMorgan Chase & Co.

Our Technology organization is a strong team with over 40,000 infrastructure engineers and software developers around the globe. Our technologists identify new opportunities in the Financial Services, using cutting-edge technologies and developing new mobile and digital platforms for consumers.

Summary

Facilitate accurate and timely account set up, money movement and investment trades

Responsibilities

Supporting the Advisor(s) by building and maintaining client relationships and assisting the Advisor(s) with ongoing financial planning for clients and referral source management
Supporting Advisor(s) through a variety of tasks including, but not limited to, account opening, account maintenance, gathering statements, completing documentation as well as preparing materials for client meetings
Help manage relationship and account reviews; prepare timely and accurate performance reports
Help identify cross Line of Business partnership opportunities
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Supporting business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Facilitate accurate and timely account set up, money movement and investment trades

Ideal Candidate

* Minimum  one year of financial services industry experience
* At least two years of client relationship experience and proven ability to build lasting client relationships, internal partnerships and excel at client service
* Knowledge of investments, insurance, bank products, financial planning and use of financial planning tools
* Excellent interpersonal/communication and organizational skills
* Detail oriented, strong analytical/problem solving skills, ability to work in a team
* Ability to work in a fast paced professional environment with heavy phone-based customer interaction
* Ability to manage and resolve difficult situations with clients
* Ability to support multiple Advisors in multiple locations
* Strong compliance record in prior position(s)
* Proficiency in Word, Excel, and PowerPoint
* College degree preferred
* Series 7, Series 63 and 65 or Series 66 registration and the appropriate state Group 1 - Life and Variable Annuity License in addition to meeting FINRA continuing education requirements
* Ability to travel locally between branches as needed

Minimum one year of financial services industry experience
At least two years of client relationship experience and proven ability to build lasting client relationships, internal partnerships and excel at client service
Knowledge of investments, insurance, bank products, financial planning and use of financial planning tools
Excellent interpersonal/communication and organizational skills
Detail oriented, strong analytical/problem solving skills, ability to work in a team
Ability to work in a fast paced professional environment with heavy phone-based customer interaction
Ability to manage and resolve difficult situations with clients
Ability to support multiple Advisors in multiple locations
Strong compliance record in prior position(s)
Proficiency in Word, Excel, and PowerPoint
College degree preferred
Series 7, Series 63 and 65 or Series 66 registration and the appropriate state Group 1 - Life and Variable Annuity License in addition to meeting FINRA continuing education requirements
Ability to travel locally between branches as needed