JPMorgan Chase
U.S. Private Bank - Private Bank Professional
LA · Full-time · Posted Sep 28, 2026
- Experience
- One plus years of industry related experience.
- Education
- Bachelor’s Degree required.
About the job
Provides daily operational and relationship support to U.S. Private Bank Client Advisors, including account administration, client documentation, and risk monitoring.
What you'll do
- Support Know-Your-Client documentation, suitability assessments, account opening, and investment preparation.
- Monitor client accounts, maintain client information, and conduct daily account administration.
- Coordinate with internal support teams and help monitor exceptions and team risk metrics.
What they ask for
- Series 7, 66, and Insurance licenses; unlicensed candidates must obtain them within 90 days of start date.
- Bachelor’s Degree.
- One plus years of industry related experience.
- PowerPoint and Excel expertise.
Nice to have
- Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC, or ability to learn proprietary software.
- Experience and interest in financial markets and concepts.
Tools
Workstation, Connect, DDR/KYC, PowerPoint, Excel
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