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

JobID: 210744186Category: Banking AssociatesJobSchedule: Full timePosted Date: 2026-05-07T17:43:55+00:00JobShift::At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.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 within Wealth Management.Job responsibilitiesSupport 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 cultureRequired qualifications, capabilities, and skillsA valid and active Series 7 license is required or may be obtained within 120 days condition of employmentIf 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 120 days of starting in the role as a condition of employment