Chase Private Client Investment Assistant - Battleground, OR
JPMorgan Chase - Battle Ground, WA

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Job Description


Chase is the U.S. consumer and commercial banking business
of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services
firm with assets of $2.3 trillion and operations in more than 60 countries We
serve more than 50 million consumers and small businesses through more than
5,600 bank branches, 18,700 ATMs, credit cards, mortgage offices and online and
mobile banking as well as through relationships with auto dealerships.

Within Chase,

Chase Wealth
Management encompasses our Chase Private Client (CPC) and Chase Investment
Services businesses. Through a dedicated team of a banker and J.P. Morgan
Advisor, Chase Private Client brings our affluent clients concierge banking
from Chase and access to the investment expertise from J.P. Morgan. Chase
Investment Services provides investment solutions to a broad range of Chase
customers through Chase Investment Advisors.

As a Chase employee, you’ll be part of a company that makes
a real difference every day for our customers, our communities and ourselves.
With a focus on customer service, you’ll put others first, do what’s right and
create solutions that make lives better. We invite you to build your career on
our strong foundation and help shape what’s next – for you and for us.

JPMorgan Chase offers an exceptional benefits program and a
highly competitive compensation package

JPMorgan Chase is an Equal Opportunity and Affirmative
Action Employer, M/F/D/V

As a Private Client Investment Assistant, 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
Inquire 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


At least one year of financial product service experience required

At least two years of client management experience

Knowledge of investments, insurance, trusts, bank products, financial planning and use of financial planning tools preferred

Excellent interpersonal/communication and organizational skills

Ability to work in an environment with heavy phone-based customer interaction required

Ability to manage and resolve difficult situations with clients

Strong compliance record in prior position(s)

PC skills: Proficiency in Word and Excel required, Powerpoint and Access a plus.

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


Sales Support

Primary Location

US-WA-Battleground-WM1299 Battle Ground / 42231


Retail Financial Services



Job Type



Day Job

Employee Status


Corporate Brand

J.P. Morgan

JPMorgan Chase - 18 months ago - save job - block
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