At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity …
Part Time (20 Hours) Associate Banker, City View Branch, Fort Worth, TX
Fort Worth, Texas, United States · On-site
Entry level$1.6B raised
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Customer service, Relationship building, Cash handling, Financial technology, Communication
Job Description: As a Lead Software Engineer at JPMorganChase within the Consumer and Community Banking, you are an integral part of an agile team that works to enhance, build, and deliver trusted, market-leading technol…
At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference. You'll engage in creative and exciting work, consis…
Skills: Customer service, Communication, Multitasking, Problem solving, Data interpretation
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banki…
Skills: Business banking, Relationship management, Financial advice, Risk management, Business credit
Business Relationship Manager Senior Deepening - Vice President
Murrieta, California, United States · On-site
$114k–$176k/yr
Senior$1.6B raised
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepeni…
Business Relationship Manager Senior Deepening - Vice President - English and Mandarin Languages Preferred
Monterey Park, California, United States · On-site
$114k–$176k/yr
Senior$1.6B raised
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepeni…
North Branford, Connecticut, United States · On-site
Mid level$1.6B raised
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Leadership, Retail banking, Team management, Coaching, Customer service
Part Time (30 Hours) Associate Banker, Kenner Branch, Kenner, LA
Kenner, Louisiana, United States · On-site
Entry level$1.6B raised
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Customer service, Relationship building, Cash handling, Financial technology, Communication
Part Time (30 Hours) Associate Banker, East Nashville Area, Smyrna, TN
Smyrna, Tennessee, United States · On-site
Entry level$1.6B raised
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Client service, Relationship building, Cash handling, Communication, Problem solving
Consumer Bank Product Portfolio Operations Associate
Jersey City, New Jersey, United States · On-site
$88k–$130k/yr
Mid level$1.6B raised
The Consumer Bank (CB) Product Portfolio Operations team is responsible for advancing CB product operating models and mobilizing product teams to deliver initiatives at scale that align with CB Strategic Objectives. As a…
Skills: Program management, Performance optimization, Data analytics, Executive communication, Reporting
Part Time (20 Hours) Associate Banker, DNT and Frontier Branch, Prosper, TX
Prosper, Texas, United States · On-site
Entry level$1.6B raised
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Client service, Cash handling, Relationship building, Communication, Problem solving
You’re ready to gain the skills and experience needed to grow within your role and advance your career — and we have the perfect software engineering opportunity for you. As a Software Engineer II at JPMorganChase within…
Skills: Java, Spring Boot, RESTful API, System design, Application development
J.P. Morgan’s Equity Franchise Sales team is seeking a highly motivated and tech-savvy individual to join our dynamic team in New York. The Latam Equity Franchise Sales team manages client relationships with the largest …
Skills: Equity sales, Institutional client coverage, Latin American markets, Financial analysis, Relationship management
You’re ready to gain the skills and experience needed to grow within your role and advance your career — and we have the perfect software engineering opportunity for you. As a Software Engineer II .NET at JPMorgan Chase …
Skills: C#, .Net, Relational Databases, System Design, Application Development
Part Time (30 Hours) Associate Banker, Vandalia Branch, Vandalia, OH
Vandalia, Ohio, United States · On-site
Entry level$1.6B raised
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Customer service, Relationship building, Cash handling, Financial technology, Communication
Senior Home Lending Advisor - Bronx NY - Riverdale Branch
New York, New York, United States · On-site
Mid level$1.6B raised
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of…
Skills: Mortgage lending, Sales, Real estate, Consultative skills, Financial analysis
Home Lending Advisor Assistant - Downtown Flushing
New York, New York, United States · On-site
Mid level$1.6B raised
Join our fun, high-energy team as a Home Lending Assistant in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of cont…
Senior Home Lending Advisor - New York, NY - City Hall Branch
New York, New York, United States · On-site
Mid level$1.6B raised
Job Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ c…
Skills: Mortgage lending, Sales, Retail banking, Real estate market knowledge, Communication skills
Private Client Banker - Murphys Corner Branch - Everett, WA
Everett, Washington, United States · On-site
$25/hr–$32/hr
Entry level$1.6B raised
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment t…
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Full-time
Health care coverage, Retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support, Financial coaching
Posted 20h ago
~40 hrs/week
Responsibilities
The role involves providing operational, marketing, and administrative support to Private Client Advisors to help manage their book of business. Responsibilities include facilitating account requests, maintaining client relationships, and ensuring compliance with risk management and operational procedures.
Requirements
Candidates must hold or be able to obtain a Series 7 license, Series 66 (or 63/65), and a Life and Health Insurance license. A Securities Industry Essential (SIE) exam is also required for those registered after October 1, 2018.
Full job description
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
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 Inquires
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 license is required or may be obtained within a 60 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (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
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
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, 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. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Related keywords
Wealth ManagementInvestmentSeries 7Series 66SIELife and Health InsuranceRisk ManagementKnow Your CustomerComplianceAccount OpeningFinancial ServicesClient RelationsBroker-dealerInvestment AdvisorFINRASIPC
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Offices: 270 Park Avenue, New York, NY 10017-2014, US · 101 Duncan Mill Road, Toronto, ON M3B1Z3, CA · 2200 Ross Ave, Dallas, TX 75201, US · Kadubeesanahalli Circle, Bengaluru, Karnataka 560103, IN · 370 S Cleveland Ave, Westerville, OH 43081, US
Consumer & Community BankingCorporate and Investment BankAsset ManagementPrivate Bankingand Commercial BankingConstructionResidentialFinanceBankingBusiness Development
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Offices: 270 Park Avenue, New York, NY 10017-2014, US · 101 Duncan Mill Road, Toronto, ON M3B1Z3, CA · 2200 Ross Ave, Dallas, TX 75201, US · Kadubeesanahalli Circle, Bengaluru, Karnataka 560103, IN · 370 S Cleveland Ave, Westerville, OH 43081, US
Consumer & Community BankingCorporate and Investment BankAsset ManagementPrivate Bankingand Commercial BankingConstructionResidentialFinanceBankingBusiness Development