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.

 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 tradesAid 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 generationAssist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reportsActively engage in Risk Management; including Know Your Customer procedures, Account Reviews and InquiresSupport 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 deadlinesMaintain and foster team culture

 Required qualifications, capabilities, and skills

 A valid and active Series 7 license If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) examA 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