J.P. Morgan Wealth Management - Private Client Investment Associate - San Antonio, TX

Job responsibilities Support Advisors' book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades. Aid 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 generation. Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports. Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquiries. Support 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 deadlines. Maintain and foster team culture. Required qualifications, capabilities, and skills A valid and active Series 7. If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essentials (SIE) exam. A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans #J-18808-Ljbffr TwinThread