J.P. Morgan Wealth Management - Private Client Investment Associate - Orangeburg, NY
Core
Provide client service, operational marketing, and administrative support to Private Client Advisors within Wealth Management.
Role type
Private Client Investment Associate (Support)
Builds
Operational support for client accounts and advisor workflows
Domain
Wealth Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Series 7 license, SIE exam, Series 66 (63/65), Life and Health Insurance license, account opening, money movement, investment trades processing, client relationship support, risk management, Know Your Customer procedures, compliance documentation
Preferred skills
None stated
Technologies
None stated
Responsibilities
Facilitate account opening, money movement, and investment trades; build and maintain client relationships through request processing and issue resolution; assist with ongoing wealth planning and referral source management; manage relationship and account reviews; prepare performance reports; engage in Risk Management and Know Your Customer procedures; support business unit operational procedures and compliance requirements
Seniority
Entry-level / Associate