13 days old

JPMorgan Chase & Co.
Los Angeles, CA 90012
  • Job Code
    190107555

U.S. Wealth Management, J.P. Morgan Securities, Client Associate (Los Angeles, CA)

Job Description

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. 


 

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
  • FINRA Series 7 and 66 licenses required for the position: preferred upon hiring but must be obtained within 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 Excel
  • To be considered for this role, you may be required to complete a video interview powered by HireVue


Req #: 190107555
Location: Los Angeles, CA US
Job Category: Customer Service
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)


Keyword: consumer%20banking

Categories

Posted: 2020-05-14 Expires: 2020-06-13

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JPMorgan Chase & Co.
Los Angeles, CA 90012

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