J.P. Morgan Wealth Management - Private Client Investment Associate - Brighton East

Location: Brooklyn, NY, United States

Job Family: Banking Associates

About the Role

At J.P. Morgan Wealth Management, we are dedicated to helping high-net-worth individuals and families achieve their financial goals through personalized advisory services. As a Private Client Investment Associate in our Brighton East office in Brooklyn, NY, you will play a pivotal role in supporting Private Client Advisors by delivering top-tier client service, operational efficiency, and administrative excellence. This position within the Banking Associates category offers an opportunity to immerse yourself in the dynamic world of wealth management, where you will contribute to building lasting client relationships while gaining exposure to sophisticated investment strategies and J.P. Morgan's global resources. Your primary focus will be on providing seamless support to advisors and clients, including managing inquiries, processing transactions, and preparing customized reports using J.P. Morgan's advanced platforms. You will assist in marketing efforts by developing materials that highlight our comprehensive suite of investment products, from equities and fixed income to alternative assets, ensuring compliance with industry regulations. Additionally, you will handle day-to-day administrative tasks such as account maintenance and data management, all while fostering a collaborative environment that drives business growth in a competitive financial services landscape. This role is ideal for motivated professionals passionate about finance who thrive in a client-centric setting. Joining J.P. Morgan means access to world-class training, career advancement opportunities, and a supportive culture that values innovation and integrity. If you are ready to support elite wealth management services and contribute to the success of affluent clients in Brooklyn, apply today to become part of our esteemed team.

Key Responsibilities

• Provide exceptional client service by responding to inquiries, scheduling appointments, and facilitating account transactions for Private Client Advisors
• Assist in operational tasks such as account openings, transfers, and maintenance to ensure seamless client experiences
• Support marketing initiatives by preparing client presentations, reports, and promotional materials tailored to wealth management services
• Conduct administrative duties including data entry, document preparation, and record-keeping in compliance with SEC and FINRA regulations
• Collaborate with advisors to analyze client portfolios and recommend suitable J.P. Morgan investment solutions
• Monitor and update client information in CRM systems to support personalized advisory services
• Coordinate with internal teams for compliance reviews, risk assessments, and audit preparations
• Contribute to business development efforts by identifying opportunities to deepen client relationships
• Handle incoming calls and correspondence, ensuring timely and accurate resolution of client issues
• Participate in training sessions to stay current on J.P. Morgan's products, market trends, and regulatory changes

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• At least 2 years of experience in financial services, client support, or wealth management operations
• Strong understanding of investment products, including equities, fixed income, and alternative investments
• Proficiency in Microsoft Office Suite, particularly Excel for financial modeling and data analysis
• Excellent communication skills with the ability to interact professionally with high-net-worth clients
• FINRA Series 7 and Series 63 licenses or willingness to obtain them within 120 days of hire
• Ability to maintain confidentiality and adhere to regulatory compliance standards in the financial industry

Preferred Qualifications

• Experience working in a private banking or wealth management environment at a major financial institution
• Knowledge of J.P. Morgan's proprietary wealth management platforms and tools
• Advanced certifications such as CFP (Certified Financial Planner) or CFA Level I
• Bilingual proficiency in English and another language to serve diverse client bases
• Prior involvement in client relationship management or operational support roles

Required Skills

• Client relationship management
• Financial analysis and reporting
• Regulatory compliance knowledge (SEC, FINRA)
• Proficiency in CRM software (e.g., Salesforce)
• Data entry and accuracy in administrative tasks
• Strong organizational and multitasking abilities
• Excellent verbal and written communication
• Problem-solving and critical thinking
• Attention to detail in high-stakes environments
• Team collaboration in fast-paced settings
• Investment product knowledge
• Microsoft Excel advanced functions
• Time management and prioritization
• Discretion and ethical judgment
• Adaptability to market changes

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6% of eligible compensation
• Annual performance-based bonuses and incentive compensation tied to team and individual goals
• Paid time off including vacation, sick days, and parental leave benefits
• Professional development opportunities through J.P. Morgan's tuition reimbursement and certification support programs
• Employee stock purchase plan allowing discounted access to JPMorgan Chase shares
• Wellness programs featuring gym memberships, mental health resources, and financial wellness coaching
• Flexible work arrangements and hybrid options for eligible roles to support work-life balance

JP Morgan Chase is an equal opportunity employer.