Chase Wealth Management (Private Client Investment Associate)

Our Technology organization is a strong team with over 40,000 infrastructure engineers and software developers around the globe. Our technologists identify new opportunities in the Financial Services, using cutting-edge technologies and developing new mobile and digital platforms for consumers.

Facilitate accurate and timely account set up, money movement and investment trades

* 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 Inquires * 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

* Minimum one year of financial services industry experience * At least two years of client relationship experience and proven ability to build lasting client relationships, internal partnerships and excel at client service * Knowledge of investments, insurance, bank products, financial planning and use of financial planning tools * Excellent interpersonal/communication and organizational skills * Detail oriented, strong analytical/problem solving skills, ability to work in a team * Ability to work in a fast paced professional environment with heavy phone-based customer interaction * Ability to manage and resolve difficult situations with clients * Ability to support multiple Advisors in multiple locations * Strong compliance record in prior position(s) * Proficiency in Word, Excel, and PowerPoint * 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 * Ability to travel locally between branches as needed