J.P. Morgan Wealth Administration- Non-public Consumer Funding Affiliate- Brooklyn, NY

JPMorgan Chase

Job title: “J.P. Morgan Wealth Administration- Non-public Consumer Funding Affiliate- Brooklyn, NY”

Firm: “JPMorgan Chase”

Anticipated wage: “”

Location: “Brooklyn, NY”

Job description: Job Description:

At J.P. Morgan Chase, we’ve got an enthusiasm for serving to our shoppers, caring for our workers, constructing relationships, and delivering extraordinary customer support whereas sustaining a powerful dedication to range and inclusion. Utilizing a broad funding product and thought management platform together with leading edge digital expertise, you can be entrance and heart representing our model and interacting with our shoppers to supply the very best funding options to satisfy their monetary wants.

As a Non-public Consumer Funding Affiliate in J.P. Morgan Wealth Administration, you’ll present shopper service, operational advertising and marketing and administrative help to Non-public Consumer Advisors inside Wealth Administration.

Job duties

  • Assist Advisors ebook of enterprise together with however not restricted to facilitating precisely and well timed operational requests akin to account opening, cash motion and funding trades
  • Assist the Advisors by constructing and sustaining shopper relationships by processing requests, resolving points, and offering up-to-date info and helping the Advisors with ongoing wealth planning for shoppers and referral supply administration and new lead technology
  • Help in managing relationship and account opinions, selling agency providers to deepen shopper relationships; put together well timed and correct efficiency experiences
  • Actively interact in Threat Administration; together with Know Your Buyer procedures, Account Opinions and Inquires
  • Assist enterprise unit operational procedures and compliance necessities (e.g. completion of required operational types and documentation)
  • Prioritize each day work, monitor progress for present work, and constantly meet deadlines
  • Preserve and foster crew tradition

Required {qualifications}, capabilities, and abilities

  • A sound and lively Collection 7 license is required or could also be obtained inside a 60 day situation of employment
  • In the event you had been registered after October 1, 2018 you have to even have a sound and lively Securities Business Important (SIE) examination
  • A sound and lively Collection 66 (63/65), and Life and Well being Insurance coverage license have to be obtained inside 60 days of beginning within the position as a situation 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

Funding services are supplied by J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and funding advisor, member of FINRA and SIPC. Annuities are made obtainable by Chase Insurance coverage Company, Inc. (CIA), a licensed insurance coverage company, doing enterprise as Chase Insurance coverage Company Companies, Inc. in Florida. JPMS, CIA and JPMorgan Chase Financial institution, N.A. are affiliated firms below the frequent management of JPMorgan Chase & Co. Merchandise not obtainable in all states.

About Us:

Chase is a number one monetary providers agency, serving to practically half of America’s households and small companies obtain their monetary targets by a broad vary of economic merchandise. Our mission is to create engaged, lifelong relationships and put our clients on the coronary heart of the whole lot we do. We additionally assist small companies, nonprofits and cities develop, delivering options to resolve all their monetary wants.

We acknowledge that our persons are our energy and the various abilities they create to our international workforce are instantly linked to our success. We’re an equal alternative employer and place a excessive worth on range and inclusion at our firm. We don’t discriminate on the premise of any protected attribute, together with race, faith, colour, nationwide origin, gender, sexual orientation, gender identification, gender expression, age, marital or veteran standing, being pregnant or incapacity, or every other foundation protected below relevant legislation. In accordance with relevant legislation, we make affordable lodging for candidates’ and workers’ spiritual practices and beliefs, in addition to any psychological well being or bodily incapacity wants.

We provide a aggressive complete rewards package deal together with base wage decided based mostly on the position, expertise, ability set, and placement. For these in eligible roles, discretionary incentive compensation which can be awarded in recognition of particular person achievements and contributions. We additionally provide a variety of advantages and packages to satisfy worker wants, based mostly on eligibility. These advantages embody complete well being care protection, on-site well being and wellness facilities, a retirement financial savings plan, backup childcare, tuition reimbursement, psychological well being help, monetary teaching and extra. Extra particulars about complete compensation and advantages might be offered throughout the hiring course of.

JPMorgan Chase is an Equal Alternative Employer, together with Incapacity/Veterans

In regards to the Staff: Our Client & Group Banking division serves our Chase clients by a variety of economic providers, together with private banking, bank cards, mortgages, auto financing, funding recommendation, small enterprise loans and fee processing. We’re proud to guide the U.S. in bank card gross sales and deposit development and have the most-used digital options – all whereas rating first in buyer satisfaction.

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