U.S. Wealth Management J.P. Morgan Securities Client Associate

Profile

U.S. Wealth Management, J.P. Morgan Securities, Client Associate','200016919','!*!JPMorgan Chase

& Co. (NYSE: JPM) is a leading global financial services

firm with assets of $2.6 trillion and operations worldwide. The firm is a

leader in investment banking, financial services for consumers and small

business, commercial banking, financial transaction processing, and asset

management. A component of the Dow Jones Industrial Average, JPMorgan Chase

& Co. serves millions of consumers in the United States and many of the

world's most prominent corporate, institutional and government clients under

its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is

available at www.jpmorganchase.com.

 

The U.S. Wealth

Management business is focused on helping investors achieve their long-term

financial goals and comprised of the Chase wealth management business, J.P.

Morgan Securities and You Invest - our digital investing platform. The combined

business has ~$400 billion in Assets under Management and ~4,000 advisors who

work out of 3,500 branches and 21 offices. 

 

JPMorgan Securities

Overview: At JP Morgan Securities (JPMS), we have been

helping high net worth individuals and families build and manage their wealth

for more than 50 years. Led by an exclusive group of Financial Advisors

throughout the United States, JPMS offers clients a broad suite of

transactional, wealth management and investment advisory services. Our

Financial Advisors are among the most experienced and creative in the industry.

We excel at leveraging the vast resources of one of the world's leading global

financial institutions on behalf of our clients.

 

Client

Associate Responsibilities:

Position involves extensive client

contact, individual will be involved in all activities that touch

prospective or existing clients. Receives orders from clients in

diverse products; includes mastering product-specific applications,

building relationships with trading desks, ensuring completion of

necessary trade documentation and timely execution reporting to clients. Serve as a liaison between the sales

team, branch management, compliance and various other business units

throughout the firm. Manage account opening process for

new and existing clients.  Includes collection of account-specific

information, recording information via electronic account-opening system,

retrieving relevant executed documentation from clients and compliance

with regulatory procedures. Review client account activity on a

daily basis to ensure overall accuracy, proper settlement of transactions

and reconciliation of sales credits and fees. Perform account maintenance

including money transfer requests, address changes, etc. Complete ad hoc, client-related

projects as needed.

','!*!Qualifications:

Bachelor's

degree or equivalent experience requiredSeries 7 &

66 licenses strongly preferred – must successfully obtain within 180 days

from startProven ability

to work independently and competently handle multiple responsibilities,

with a high degree of accuracy, in a high pressure environment.Highly

proficient user of Word, PowerPoint and Excel

','JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.','Customer Service','US-CA-San Francisco-560 Mission Street / 02042','','ASSET & WEALTH MANAGEMENT','Full-time','Standard','Day Job','','J.P. Morgan','J.P. Morgan','U.S. Wealth Management, J.P. Morgan Securities, Client Associate

Company info

JPMorgan Chase & Co,
Website : http://www.jpmorganchase.com