J.P. Morgan Wealth Management - Private Client Investment Associate - Naperville, IL

Job Description

As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors.

Location:

1212 Hobson Rd, Naperville, IL, 60540.

Base Pay: $26.93–$37.02 per hour.

• Support Advisors’ book of business including facilitating 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 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 inquiries.
• Support business unit operational procedures and compliance requirements (e.g., completion of required operational forms and documentation).
• Prioritize daily work, track progress, and consistently meet deadlines.
• Maintain and foster team culture.

• A valid and active Series 7 license is required, or may be obtained within 120 days of employment.
• For those registered after October 1, 2018, a valid and active Securities Industry Essentials (SIE) exam is 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.

We recognize that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. We are an equal‑opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law.

We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans