J.P. Morgan Wealth Management - Private Client Investment Associate - Bethesda Financial Center
Bethesda, Maryland, United States · On-site
$28/hr–$39/hr
Entry level$1.6B raised
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 …
Join our Team and Make a Difference! At Lifeway Mobility, we believe that everyone deserves to live comfortably, independently, and safely in their own homes. As a leading nationwide provider of accessibility solutions, …
Skills: Installation, Repair, Troubleshooting, Customer service, Communication
Patient Care Coordinator I - Bethesda Vision care General job Description & Responsibilities This is a customer-facing position that provides the highest-quality client service and patient care at the practice. Primary r…
Why Join Sunrise Senior Living At Sunrise Senior Living, we believe meaningful work starts with purpose. Our team members are passionate about making a positive difference in the lives of residents every day. Activities …
Are You Craving A Career With An Industry Leader? Panda Express is searching for experienced leaders to join our store management team. Panda is 100% committed to the professional and personal development of our family o…
Headquartered in Los Angeles, Beyond Yoga is a premium active lifestyle brand, female-founded, LA born and bred. Founded in 2005 and grounded in the value of body positivity, Beyond Yoga creates clothing from luxuriously…
About Us: At Griffis Residential, we believe in creating exceptional living experiences for our residents. With a portfolio of luxury apartment homes across the country, we take pride in our commitment to providing unmat…
Who we are: Since 2009, we've been on a mission to bring sustainable fashion to everyone. Named one of Fast Company’s Brands That Matter and winning a Best Carbon Footprint award, we have big goals like being Climate Pos…
Retail Sales Associate, Old Town Alexandria - Part Time
Bethesda, Maryland, United States · On-site
$16/hr–$25/hr
Entry level
About Bluemercury With 178 locations across the country and growing, Bluemercury pioneered a client-first service model that emphasizes hyper-personalized, high-quality beauty interactions. The leading luxury beauty dest…
About Bluemercury With 178 locations across the country and growing, Bluemercury pioneered a client-first service model that emphasizes hyper-personalized, high-quality beauty interactions. The leading luxury beauty dest…
A Day in the Life: As a Fresh Cut Produce Clerk, you’ll be hands-on with fresh fruits and vegetables—slicing, dicing, and packaging produce to perfection. You’ll check for freshness, maintain clean and organized prep are…
Skills: Food preparation, Knife skills, Safety awareness, Produce quality identification, Customer service
A Day in the Life: Our sales and store support teams, also known as clerks in the grocery world, play an important part in ensuring our stores are clean, organized, and shoppable so that our customers can find exactly wh…
Job Description In the Nordstrom Beauty Department, we strive to make our customers feel their best. As a member of the Nordstrom Beauty community, you'll create personalized beauty experiences for customers and be part …
Skills: Customer Service, Makeup Application, Skincare Analysis, Sales, Digital Selling
Who We Are Lawelawe is a Native Hawaiian Owned Small Disadvantaged Business (NHO SDB) that specializes in providing a range of services to federal government clients, including program management, digital solutions, huma…
Skills: Technical assistance, Hardware troubleshooting, Software troubleshooting, ServiceNow, System administration
Why Join GEICO? At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities. Every day we honor our iconic brand by offering quality coverage to millions of customers and being there whe…
Job Description The ideal Beauty Stylist drives beauty sales across all brands by maximizing demonstration and artistry techniques. The primary focus is to sell the customer what is right for them. They are passionate ab…
Skills: Sales, Artistry techniques, Customer service, Product knowledge, Communication
Job Description In the Nordstrom Beauty Department, we strive to make our customers feel their best. As a member of the Beauty community, you'll create personalized beauty experiences for customers and be part of a passi…
Job Description In the Nordstrom Beauty Department, we strive to make our customers feel their best. As a member of the Beauty community, you'll create personalized beauty experiences for customers and be part of a passi…
Licensed Barber – Let Your Talent Pay Off Hustle. Sharpen. Earn. Elevate. At Bubbles, barbers aren’t just cutting hair; they’re the architects of confidence. We provide the chair, the high-traffic location, and the premi…
Description EVEREVE inspires women to move forward in their fashion so that they feel fully alive. By offering modern, curated trends from 150+ brands, including our own best-selling line—along with warm, genuine advice—…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$28/hr–$39/hr
Full-time
Health care coverage, Retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support, Financial coaching
Posted 24d ago
~40 hrs/week
Responsibilities
The Private Client Investment Associate provides operational, administrative, and marketing support to Private Client Advisors to help manage client relationships. Responsibilities include facilitating account requests, executing trades, managing documentation, and assisting with wealth planning and lead generation.
Requirements
Candidates must hold or be able to obtain a Series 7 license, as well as a Series 66 and Life and Health Insurance license. Proficiency in operational procedures, compliance, and client relationship management is required.
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.
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
How many Customer Service & Support jobs are open in Bethesda, MD right now?
There are currently 432 open customer service & support positions in Bethesda, MD listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Bethesda, MD?
Companies currently hiring include Marriott International Hotels, Inc., Macy's, Ourisman, Starbucks, ZoomInfo, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in Bethesda, MD?
Yes — 68 of the 432 open customer service & support positions offer remote or hybrid work (14 remote, 54 hybrid).
How do I apply for Customer Service & Support jobs in Bethesda, MD?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
