J.P. Morgan Wealth Management - Private Client Investment Associate - Brooklyn South

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 in the Brooklyn South community achieve their financial goals through personalized investment strategies and exceptional service. As a Private Client Investment Associate, you will play a pivotal role in supporting our Private Client Advisors by delivering top-tier client service, operational efficiency, and administrative excellence. This position offers an exciting opportunity to immerse yourself in the dynamic world of wealth management at one of the world's leading financial institutions, where you will contribute to building lasting client relationships while gaining hands-on experience in the financial services industry. Your day-to-day responsibilities will include providing proactive client support, such as handling inquiries, processing transactions, and ensuring seamless account management in line with JPMorgan's rigorous standards. You will assist advisors in preparing customized investment proposals and marketing materials, leveraging tools like our advanced CRM systems to deliver insights on market trends and portfolio performance. Additionally, you will manage administrative tasks, from scheduling client meetings to maintaining compliant documentation, all while fostering a collaborative team environment that prioritizes client satisfaction and business growth in the vibrant Brooklyn South market. We value associates who are passionate about finance and eager to grow within J.P. Morgan. This role is ideal for motivated professionals looking to advance in wealth management, with opportunities for licensure support, mentorship from seasoned advisors, and exposure to diverse investment solutions. Join us to make a meaningful impact on clients' financial futures while benefiting from our inclusive culture and comprehensive development programs.

Key Responsibilities

• Provide exceptional client service by responding to inquiries, scheduling appointments, and managing client communications for Private Client Advisors
• Assist in operational tasks including account openings, transaction processing, and maintenance of client records in compliance with regulatory standards
• Support marketing initiatives by preparing client presentations, event coordination, and distribution of educational materials on investment opportunities
• Conduct administrative duties such as document preparation, file organization, and data entry to ensure smooth advisor workflows
• Collaborate with advisors to analyze client portfolios and generate reports using JPMorgan's proprietary tools
• Monitor and update client information in CRM systems to support personalized wealth management strategies
• Facilitate compliance and risk management by reviewing transactions and ensuring adherence to SEC and FINRA regulations
• Participate in client meetings to take notes, provide logistical support, and follow up on action items
• Contribute to business development efforts by identifying referral opportunities and assisting with prospect outreach in the Brooklyn South community
• Stay current on market trends and JPMorgan products to provide informed support to advisors and clients

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• At least 1-2 years of experience in financial services, client service, or administrative support roles
• Series 7 and 66 licenses (or willingness to obtain within 120 days of hire)
• Strong understanding of investment products, wealth management principles, and regulatory requirements
• Proficiency in Microsoft Office Suite, including Excel for financial modeling and reporting
• Excellent communication skills with the ability to interact professionally with high-net-worth clients
• Ability to work in a fast-paced environment and maintain confidentiality with sensitive client information

Preferred Qualifications

• Experience in wealth management or private banking at a major financial institution
• Familiarity with JPMorgan Chase systems and tools, such as client relationship management software
• Advanced certifications like CFP or CFA Level I
• Bilingual skills, particularly in Spanish, to serve diverse Brooklyn clientele
• Prior internship or role in operational support within the financial services industry

Required Skills

• Client relationship management
• Financial analysis and reporting
• Regulatory compliance knowledge (SEC, FINRA)
• Proficiency in CRM software (e.g., Salesforce)
• Microsoft Excel for data manipulation and modeling
• Strong verbal and written communication
• Attention to detail and organizational skills
• Problem-solving and critical thinking
• Time management in a high-volume environment
• Team collaboration and interpersonal skills
• Knowledge of investment products (stocks, bonds, mutual funds)
• Discretion with confidential information
• Adaptability to changing market conditions
• Basic marketing and event coordination
• Multitasking and prioritization

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to JPMorgan's learning academy
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers, wellness programs, and mental health support
• Commuter benefits and relocation assistance for eligible roles

JP Morgan Chase is an equal opportunity employer.