Chase Careers | U.S. Wealth Management, J.P. Morgan Securities, Client Associate, San Francisco

JPMorgan Chase & Co

Job Description

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

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.

Duties and Responsibilities

Your main responsibilities in this role include the following:

• 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.

Job Requirements

• Bachelor's degree or equivalent experience required

• Series 7 & 66 licenses strongly preferred – must successfully obtain within 180 days from start

• 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

Job Details

Company Name: Chase

Employment Type: Full-time

Job Location: San Francisco, CA, United States

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