J.P. Morgan Wealth Management - Private Client Investment Associate - Bloomfield Hills, MI

About the role

J.P. Morgan Chase is dedicated to helping our clients, taking care of our employees, building relationships, and delivering exceptional customer service. We leverage a broad investment product platform and advanced digital technology to represent our brand and interact with clients to provide tailored investment solutions.

Responsibilities

• Facilitate accurately and timely operational requests such as account opening, money movement, and investment trades
• Aid Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information
• Assist Advisors in ongoing wealth planning for clients and referral source management, and new lead generation
• Manage relationship and account reviews, promote firm services to deepen client relationships, and prepare timely and accurate performance reports
• Engage in Risk Management, including Know Your Customer procedures, Account Reviews, and Inquiries
• 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 a positive team culture

Requirements

A valid and active Series 7 license is required or must be obtained within 120 days of employment. If registered after October 1, 2018, a valid and active Securities Industry Essentials (SIE) exam is also required. A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment.

Qualifications, Capabilities, And Skills

• Strong interpersonal and communication skills
• Ability to prioritize tasks and meet deadlines
• Knowledge of financial products and services
• Experience with client relationship management
• Basic understanding of risk management and compliance procedures

Benefits

We offer a competitive total rewards package, including base salary determined based on the role, experience, skill set, and location. Eligible employees may receive commission-based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements and contributions. We also provide a range of benefits and programs to meet employee needs, including comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.

Pay

Base salary determined based on the role, experience, skill set, and location. Commission-based pay and/or discretionary incentive compensation may be awarded.

Schedule

Full-time position.