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 and families 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 excellence. 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 the world's leading global financial institutions. Located in the heart of Brooklyn, NY, you will engage with a diverse clientele, leveraging J.P. Morgan's vast resources to foster long-term relationships and drive wealth growth. Your day-to-day responsibilities will include providing proactive support to advisors in managing client portfolios, processing transactions, and ensuring compliance with industry regulations. You will handle administrative tasks such as preparing detailed investment reports using advanced tools like Bloomberg terminals and J.P. Morgan's proprietary platforms, while also assisting in marketing efforts to promote wealth management solutions tailored to local market needs. Collaboration is key; you will work closely with advisors, operations teams, and compliance officers to resolve issues swiftly and maintain the highest standards of accuracy and confidentiality. This role demands a blend of technical proficiency and interpersonal skills to thrive in a high-volume, client-focused environment. Joining J.P. Morgan means becoming part of a prestigious organization committed to innovation, integrity, and employee growth. We offer robust professional development programs to help you advance your career in wealth management, along with competitive compensation and comprehensive benefits. If you are eager to make an impact in the financial lives of Brooklyn's affluent community and grow within a supportive, world-class firm, this position provides the perfect platform to launch or elevate your career in private client services.

Key Responsibilities

• Provide exceptional client service by responding to inquiries, scheduling appointments, and maintaining accurate client records in CRM systems
• Support Private Client Advisors in preparing investment proposals, performance reports, and portfolio reviews
• Assist with operational tasks including account openings, fund transfers, and transaction processing in compliance with J.P. Morgan policies
• Conduct administrative duties such as document preparation, filing, and data entry to ensure seamless workflow
• Participate in marketing initiatives by coordinating client events, seminars, and promotional materials tailored to wealth management services
• Monitor and update client portfolios using J.P. Morgan's investment platforms to track performance and identify opportunities
• Collaborate with cross-functional teams to resolve client issues and ensure adherence to KYC (Know Your Customer) and AML (Anti-Money Laundering) standards
• Contribute to business development efforts by gathering market intelligence and supporting advisor outreach in the Brooklyn South community
• Maintain confidentiality of sensitive client information and uphold J.P. Morgan's high standards of integrity
• Stay informed on industry trends and regulatory changes 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
• 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 necessary licenses such as Series 7 and Series 66 within 120 days of hire
• Commitment to ethical standards and compliance with FINRA and SEC regulations

Preferred Qualifications

• Prior experience working in a wealth management or private banking environment at a major financial institution
• Familiarity with J.P. Morgan's proprietary systems and tools for client relationship management
• Advanced degree or certifications such as CFP (Certified Financial Planner) or CFA Level I
• Experience in operational support for investment advisory services
• Bilingual skills, particularly in Spanish, to serve diverse client bases in Brooklyn

Required Skills

• Client relationship management
• Financial analysis and reporting
• Proficiency in CRM software (e.g., Salesforce)
• Investment product knowledge (stocks, bonds, mutual funds)
• Regulatory compliance (FINRA, SEC)
• Data entry and accuracy
• Time management and prioritization
• Interpersonal communication
• Problem-solving
• Attention to detail
• Microsoft Excel expertise
• Team collaboration
• Adaptability to fast-paced environments
• Ethical decision-making
• Basic marketing coordination

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 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
• Flexible work arrangements and commuter benefits for Brooklyn-based employees

JP Morgan Chase is an equal opportunity employer.