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Investment Assistant - Private Client Direct - Columbus, OH

Investment Assistant - Private Client Direct - Columbus, OH

Job Description

The Private Client Direct business is a part of JPMorgan's Private Wealth Management business.  Private Wealth Management (PWM) is a wealth management business of JPMorgan focused on the banking, trust, and investment needs of high net worth clients in the US (clients with a net worth of $1-25 million).  Within PWM, the Private Client Direct team is a business unit focused on servicing the banking and investment needs of high net worth clients who are currently maintaining smaller balances with the firm.  These emerging clients represent a key area of focus to drive growth for PWM.  The two primary goals of the Private Client Direct team are: 1) growing revenue and total client positions covered by the team, and 2) transferring large relationships to the principal relationship teams in PWM and identifying opportunities successfully captured by those principal teams.
 
Primary responsibilities for the Investment Assistant include:
  • Primary contact for handling client transactions, responding to and resolving routine client inquiries and service issues
  • Providing proactive support to service clients, including: answering telephone calls and performing administrative functions
  • Assist Investment Advisors with client profiling to identify opportunities
  • Assist Investment Advisors initiate sales activities, during peak time

Job Requirements


  • FINRA Series 7 required; must be able to obtain 63 shortly after hire
  • Bachelor's  Degree or equivalent experience
  • A minimum of 3 - 5 years experience in the investment management or advisory industry
  • Exceptional relationship management skills and ability to partner with principal teams
  • Superior client service and problem-solving skills
  • Communication style that will create trust with clients
  • Knowledge of Microsoft Office (i.e., Word, Excel, PowerPoint)
 
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.
 

Job Snapshot

Employment Type Full-Time
Job Type Banking, Finance
Education 4 Year Degree
Experience Not Specified
Manages Others Not Specified
Industry Banking - Financial Services
Required Travel Not Specified
Job ID 140057311
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Investment Assistant - Private Client Direct - Columbus, OH


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