Chase Private Client Investment Assistant Job Listing at Chase in IN, Indiana

Finance

Chase Private Client (CPC) is 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 liquid 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. The CPC Sales Assistant role: As a CPC Sales Assistant, you will be actively involved in supporting the Private Client Advisor(s) in the marketing, promotion and service of investment, fiduciary, banking and insurance products through a full service brokerage platform to clients. The position reports to the Investment Manager. You will be accountable for assisting in the achievement of designated revenue goals. Key responsibilities include: Supporting the Private Client Advisor in building and maintaining client relationships by assisting the Private Client Advisor with ongoing financial planning for clients and referral source management Researching and resolving client inquiries Coordinating with the Private Client Advisor to prepare for clientmeetingsand presentations Supporting business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Facilitating investment trades