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 clients in Brooklyn South achieve their financial goals through personalized investment strategies and exceptional service. As a Private Client Investment Associate, you will play a vital role in supporting our Private Client Advisors by delivering top-tier client service, operational efficiency, and administrative support. This position is ideal for motivated professionals passionate about the financial services industry, offering the opportunity to contribute to a dynamic team in one of New York City's vibrant communities. You will work closely with advisors to ensure seamless client experiences, from initial consultations to ongoing portfolio management, all while upholding J.P. Morgan's commitment to integrity and innovation in wealth management. Your day-to-day responsibilities will include assisting with client onboarding, preparing customized investment reports using J.P. Morgan's advanced tools, and coordinating marketing efforts tailored to the Brooklyn South market. You will handle administrative tasks such as maintaining compliant documentation and facilitating account transactions, ensuring every interaction aligns with regulatory standards and our firm's high service expectations. Collaboration is key; you will partner with advisors and support teams to resolve client inquiries promptly and execute strategies that enhance client satisfaction and retention in a competitive financial landscape. This role offers substantial growth potential within J.P. Morgan Chase, a global leader in financial services with a legacy of excellence. We provide comprehensive training, including pathways to obtain essential licenses like Series 7 and 66, and access to cutting-edge resources that empower you to build a rewarding career. Join us to make a meaningful impact on clients' financial futures while advancing your expertise in wealth management.

Key Responsibilities

• Provide exceptional client service by responding to inquiries, scheduling appointments, and maintaining accurate client records in compliance with J.P. Morgan's standards
• Assist Private Client Advisors in preparing investment proposals, performance reports, and portfolio reviews using J.P. Morgan's wealth management platforms
• Support operational tasks including account openings, transfers, and transaction processing while ensuring adherence to SEC and FINRA regulations
• Conduct administrative duties such as document preparation, file organization, and coordination of marketing materials for client events in Brooklyn South
• Collaborate with cross-functional teams to execute marketing initiatives that promote J.P. Morgan Wealth Management services to local high-net-worth individuals
• Monitor client portfolios for updates and alerts, escalating issues to advisors as needed to maintain service excellence
• Participate in client meetings to take notes, provide logistical support, and follow up on action items
• Ensure all activities comply with J.P. Morgan's risk management policies and contribute to a culture of integrity
• Assist in onboarding new clients by gathering necessary documentation and explaining J.P. Morgan's wealth management offerings

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
• Strong understanding of investment products, wealth management principles, and regulatory requirements in the financial industry
• Proficiency in Microsoft Office Suite, including Excel for financial modeling and data analysis
• Excellent communication skills with the ability to interact professionally with high-net-worth clients
• Ability to obtain Series 7 and Series 66 licenses within the first 120 days of employment
• U.S. work authorization without sponsorship required

Preferred Qualifications

• Prior experience in wealth management or private banking at a major financial institution
• Familiarity with J.P. Morgan's proprietary systems and tools for client relationship management
• Bachelor's degree from an accredited institution with a GPA of 3.0 or higher
• Experience supporting financial advisors in client onboarding and portfolio management
• Knowledge of Brooklyn's local market dynamics and high-net-worth client demographics

Required Skills

• Client relationship management
• Financial analysis and reporting
• Proficiency in CRM software like Salesforce
• Knowledge of investment products (stocks, bonds, mutual funds)
• Regulatory compliance (SEC, FINRA)
• Data entry and accuracy
• Time management and prioritization
• Interpersonal communication
• Problem-solving in fast-paced environments
• Attention to detail
• Team collaboration
• Microsoft Excel advanced functions
• Discretion with confidential information
• Adaptability to client needs
• Basic marketing coordination

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6%
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities through J.P. Morgan's internal training programs and tuition reimbursement
• Employee stock purchase plan and access to financial wellness resources
• Wellness programs including gym memberships, mental health support, and onsite fitness facilities
• Commuter benefits and relocation assistance for eligible roles

JP Morgan Chase is an equal opportunity employer.