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

Profile

U.S. Wealth Management, J.P.Morgan Securities, Client Associate','200026286','!*!JPMorgan
Chase & Co. is a leading global financial services firm with
assets of more than $2.7 trillion, over 240,000 employees and operations in
over 60 countries. It operates across four business segments including Asset
& Wealth Management, Corporate and Investment Banking, Commercial Banking
and Consumer and Community Banking.

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.

 

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 required

Series 7 & 63 licenses strongly preferred - successful completion shall be required with 180 days of hire.

Proven 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 ExcelTo be considered for this role, you may be required to complete a video interview powered by HireVue','JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.','Wealth Management','US-NY-White Plains-925 Westchester Avenue / 50378','','ASSET & WEALTH MANAGEMENT','Full-time','Standard','Day Job','','J.P. Morgan','J.P. Morgan','U.S. Wealth Management, J.P.Morgan Securities, Client Associate

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