[Close] 

CCB - Chase Wealth Management - Private Client Investment Associate (Zanesville, OH)

As a Private Client Investment Associate, you will provide client service, operational, marketing and administrative support to primarily Private Client Advisor(s) within Chase Wealth Management.

Key responsibilities include:

  • Supporting the Advisor(s) by building and maintaining client relationships and assisting the Advisor(s) with ongoing financial planning for clients and referral source management
  • Supporting Advisor(s) through a variety of tasks including, but not limited to, account opening, account maintenance, gathering statements, completing documentation as well as preparing materials for client meetings
  • Help manage relationship and account reviews; prepare timely and accurate performance reports
  • Help identify cross Line of Business partnership opportunities
  • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
  • Supporting business unit operational procedures and compliance requirements (e. g. completion of required operational forms and documentation)
  • Facilitate accurate and timely account set up, money movement and investment trades
INVESTMENT AND INSURANCE PRODUCTS ARE:
NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N. A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
JPMorgan Chase Bank, N. A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J. P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
  • Minimum one year of financial services industry experience
  • At least two years of client relationship experience and proven ability to build lasting client relationships, internal partnerships and excel at client service
  • Knowledge of investments, insurance, bank products, financial planning and use of financial planning tools
  • Excellent interpersonal/communication and organizational skills
  • Detail oriented, strong analytical/problem solving skills, ability to work in a team
  • Ability to work in a fast paced professional environment with heavy phone-based customer interaction
  • Ability to manage and resolve difficult situations with clients
  • Ability to support multiple Advisors in multiple locations
  • Strong compliance record in prior position(s)
  • Proficiency in Word, Excel, and PowerPoint
  • College degree preferred
  • Series 7, Series 63 and 65 or Series 66 registration and the appropriate state Group 1 - Life and Variable Annuity License in addition to meeting FINRA continuing education requirements
  • Ability to travel locally between branches as needed

Unlicensed or partially licensed hires will hold the Private Client Investment Associate Trainee title until licensing is obtained within required timeframe. Once fully licensed with required licenses, hire will move into Private Client Investment Associate title.

All final job titles and bank titles subject to experience and qualifications.




Don't Be Fooled

The fraudster will send a check to the victim who has accepted a job. The check can be for multiple reasons such as signing bonus, supplies, etc. The victim will be instructed to deposit the check and use the money for any of these reasons and then instructed to send the remaining funds to the fraudster. The check will bounce and the victim is left responsible.

More Jobs

EA-C Materials Associate Level 1
Twinsburg, OH Rockwell Automation, Inc.
InfoSec Operations Program Manager
Columbus, OH Huntington National Bank
General Manager / Restaurant Manager
Franklin, OH Golden Corral
Beverage Assistant Manager
Columbus, OH Penn National Gaming
Kitchen Manager / Restaurant Manager
Fairfield, OH Golden Corral
Kitchen Manager
Gallipolis, OH Golden Corral