J.P. Morgan Wealth Management - Private Client Investment Associate - Columbus, OH

If you are passionate about client experience and goals driven planning, then our team is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management.

As a Private Client Investment Associate within JPMorgan Wealth Management, you will be a vital member of our Consumer Banking team. Your role will involve a blend of operational, marketing, and administrative tasks, working closely with our Private Client Advisors. You will handle operational requests, nurture client relationships, and contribute to ongoing wealth planning. Your responsibilities will also include risk management and ensuring compliance with our business unit's operational procedures.

This role offers the chance to strengthen client relationships, supervise account reviews, and positively impact our team culture. Your ability to prioritize tasks, monitor progress, and consistently meet deadlines will be key to your success in this role.

Job responsibilities

Work as a team with other associates to support a group of 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 OR a valid and active Series 66 (63/65)

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 7 OR 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

INVESTMENT AND INSURANCE PRODUCTS ARE

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.