Chase Private Client Investment Assistant- New York, NY (Times Square)
Location: Times Square New York
Description: JPMorgan Chase is at present looking to employ Chase Private Client Investment Assistant- New York, NY (Times Square) right now, this vacancy will be placed in New York. For complete informations about this vacancy opportunity please give attention to these descriptions. -
130015764
Job Description
Chase Wealth Manage! ment is part of a 200-year tradition of helping clients pursue their unique financial goals. By truly getting to know and understand our clients, our trusted network of more than 3,000 Advisors provide exceptional service, customized wealth management solutions and a range of investment strategies to help clients meet their needs and long-term objectives.
Chase Wealth Management serves nearly two million clients through two distinct but integrated businesses,
Chase Private Client
and
Chase Investments
.
Chase Private Client offers the best of Chase banking combined with the investment expertise of J.P. Morgan. Through a dedicated Banker and Advisor team located in select Chase branches, Private Clients receive the highest level of personal attention, premium banking products and services, and exclusive access to J.P. Morgan's investment resources and capabilities. Learn more about Chase Private Client at
www.cha! se.com/privateclient
Chase Investments offers traditi! onal investment strategies to Chase customers nationwide-one in every six Americans-to help them build wealth and plan for important life events such as retirement and funding a college education. Learn more about Chase Investments at
www.chase.com/investments
"Chase Private Client" is the marketing name for a business within JPMorgan Chase & Co. and its subsidiaries. Bank products and services are offered through JPMorgan Chase Bank, N.A. and its affiliates. Securities are offered by J.P. Morgan Securities LLC member FINRA, NYSE and SIPC. J.P. Morgan Securities LLC is an affiliate of JPMorgan Chase Bank, N.A.
This role is for an Investment Assistant in Chase Private Client (CPC), an exclusive business within Chase that caters to affluent customers. CPC is one of the firm's key growth priorities over the next few years. CPC is targeted at clients who are assigned to, live near, or transact at a CPC or neighbor branch with at least $500,000 in liqu! id assets (includes balances not held at Chase). CPC clients have access to an array of unique products and services including: access to world-class J.P. Morgan investments, many automatically waived fees, a dedicated team for personalized attention, enhanced and expedited service with a dedicated 24/7 telephone line, and a special area of the branch for extra privacy and attention.
The CPC team: We are seeking talented individuals to be part of the "next generation" of CPC branches. The CPC branch will be staffed by a Private Client Advisor, CPC Banker, Service Specialist and Sales Assistant. All of these individuals need to exhibit the ability to successfully build and maintain relationships with affluent clients.
As an Investment Assistant you will provide client service, operational, marketing and administrative support to Advisor(s) within Chase Wealth Management. Key responsibilities include:
- Fielding and responding to clien! t inquires, gathering and researching client data, ensuring courteous a! nd professional follow-up, owning issues start to finish and exceeding expectations
- Providing daily administrative support (i.e. answering phones, filing, faxing, etc)
- Coordinating client meetings and preparing client presentations
- Assist Advisor(s) by researching and responding to questions from Supervisory Manager, Compliance and other internal partners as well as maintaining compliance files.
- Supporting Advisor(s) daily through a variety of tasks including, but not limited to, account opening process, performing maintenance requests, gathering statements, and completing documentation.
- Assist Advisor(s) with referral source tracking and assignment
- Potentially support advisors in multiple locations
At least two years of financial services industry experience
Knowledge of investments, insurance, trusts, financial planning and use of financial planning tools
Ability to ! build lasting client relationships, internal partnerships and excel at client service
Excellent interpersonal, communication and organizational skills
Detail oriented, strong analytical/problem solving skills, ability to work independently with minimum supervision as well as in a team environment
Demonstrate ability to work in a fast-paced environment with heavy phone-based client interaction
Proficiency in Word, Excel and PowerPoint
FINRA Series 7, 63 and 65 (or equivalent), and valid State issued Insurance License, which includes a Life and Variable Line of Authority required; preferred
College Degree preferred
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
JPMorgan Chase & Co. is a leading global financial services firm, with assets of $2 trillion, and operati! ons in more than 60 countries. Founded more than 200 years ago, JPMorga! n Chase is a leader in asset management, investment banking, private banking, treasury and securities services, and financial services for consumers, small business, and commercial banking. JPMorgan Chase provides services under the J.P. Morgan and Chase brands.
Job
Sales Support
Primary Location
US-NY-New York-Times Square / 03369
Organization
Asset & Wealth Management
Schedule
Full-time
Job Type
Standard
Shift
Day Job
Employee Status
Regular
Corporate Brand
Chase
- .
If you were eligible to this vacancy, please email us your resume, with salary requirements and a resume to JPMorgan Chase.
If you interested on this vacancy just click on the Apply button, you will be redirected to the official website
This vacancy starts available on: Fri, 08 Mar 2013 19:20:44 GMT
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