Investment Assistant - Private Bank Job Listing at J.P. Morgan in CA, California

Finance

JP Morgan Chase Co. (NYSE: JPM) is a leading global financial services firm with assets of more than $2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity. Primary responsibilities for the Investment Assistant include:

• Primary contact for handling client transactions, responding to and resolving routine client inquiries and service issues
• Providing proactive support to service clients, including:answering telephone calls and performing administrative functions
• Assist Investment Advisors with client profiling to identify opportunities
• Assist Investment Advisors initiate sales activities, during peak time