Chase Private Client Investment Assistant - Encino, CA
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.
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.
Chase offers an exceptional benefits program and a highly competitive
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.
the Advisor(s) by building and maintaining client relationships and
assisting the Advisor(s) with ongoing financial planning for clients and
referral source management
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
manage relationship and account reviews; prepare timely and accurate
identify cross Line of Business partnership opportunities
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 requirement
- Ability to travel locally between branches as needed
US-CA-Encino-WM2526 Ventura Blvd and Amesto / 42967
Asset & Wealth Management
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