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CCB - Chase Wealth Management - Private Client Investment Associate

Job Description

 

As a Private Client Investment Associate, you will provide client service, operational, marketing, and administrative support to primarily Private Client Advisor(s) within Chase Wealth Management.

 

Key responsibilities include:

  • 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

All final job titles and bank titles subject to experience and qualifications

 

Req #: 160050496
Location: Mount Kisco, NY US
Job Category: Relationship Management/Sales
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

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