Private Client Investment Associate - CA - Whittier - (Whittier, CA)

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 assignments 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 qualifications (e.g.