J.P. Morgan Wealth Management - Private Client Investment Associate - Bloomington, IN

About the role

J.P. Morgan Chase is dedicated to helping our clients achieve their financial goals through a variety of investment solutions. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will play a crucial role in supporting Private Client Advisors by facilitating operational requests, building client relationships, and managing client reviews.

Responsibilities

• Facilitate accurately and timely operational requests such as account opening, money movement, and investment trades
• Aid Advisors in building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information
• Aid Advisors in ongoing wealth planning for clients and referral source management, as well as 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 may be obtained within 120 days of employment. If registered after October 1, 2018, a valid and active Securities Industry Essential (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 digital technology and software applications
• Excellent organizational and problem-solving skills

Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include 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.