J.P. Morgan Wealth Management - Private Client Investment Associate - Mountain View, CA

At J.P.

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Investment Associate in JPMorgan Wealth Management, you will have the opportunity to provide exceptional client service, operational marketing, and administrative support.

You will play a key role in supporting Advisors' business operations, from account opening to investment trades.

You will also assist in building and maintaining client relationships, managing account reviews, and engaging in risk management.

This role offers the chance to work in a dynamic environment where you will prioritize daily work, track progress, and consistently meet deadlines.

Join us and contribute to fostering our team culture.

Job responsibilities



* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades


* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation


* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports


* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires


* Support business unit operational procedures and compliance requirements (e.g.

completion of required operational forms and documentation)


* Prioritize daily work, track progress for current work, and consistently meet deadlines


* Maintain and foster team culture

Required qualifications, capabilities, and skills



* 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

FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.

As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NO...