JPMorgan Chase Chase Wealth Management - Private Client Investment Associate - Sidney, OH (Sidney Main) in Sidney, Ohio
As a Private Client Investment Associate, you will provide client service, operational, marketing and administrative support to primarily Private Client Advisor(s) within Chase Wealth Management.
Key responsibilities include:
Supporting the Advisor(s) by building and maintaining client relationships and assisting the Advisor(s) with ongoing financial planning for clients and referral source management
Supporting Advisor(s) through a variety of tasks including, but not limited to, account opening, account maintenance, gathering statements, completing documentation as well as preparing materials for client meetings
Help manage relationship and account reviews; prepare timely and accurate performance reports
Help identify cross Line of Business partnership opportunities
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Supporting business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Facilitate accurate and timely account set up, money movement and investment trades
Minimum one year of financial services industry experience
At least two years of client relationship experience and proven ability to build lasting client relationships, internal partnerships and excel at client service
Knowledge of investments, insurance, bank products, financial planning and use of financial planning tools
Excellent interpersonal/communication and organizational skills
Detail oriented, strong analytical/problem solving skills, ability to work in a team
Ability to work in a fast paced professional environment with heavy phone-based customer interaction
Ability to manage and resolve difficult situations with clients
Ability to support multiple Advisors in multiple locations
Strong compliance record in prior position(s)
Proficiency in Word, Excel, and PowerPoint
College degree preferred
Series 7, Series 63 and 65 or Series 66 registration and the appropriate state Group 1 - Life and Variable Annuity License in addition to meeting FINRA continuing education requirements
Ability to travel locally between branches as needed
**Unlicensed or partially licensed hires will hold the Private Client Investment Associate Trainee title until licensing is obtained within required timeframe. Once fully licensed with required licenses, hire will move into Private Client Investment Associate title.
All final job titles and bank titles subject to experience and qualifications.
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.