J.P. Morgan Wealth Management - Private Client Investment Associate - Chicago, IL

Location: Chicago, IL, 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 investment strategies and exceptional service. As a Private Client Investment Associate in our Chicago office, you will play a pivotal role in supporting 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 within one of the world's leading global financial institutions. You will work in a collaborative environment focused on innovation, integrity, and client-centric solutions, leveraging J.P. Morgan's vast resources to drive wealth management success. Your primary responsibilities will include providing seamless support to advisors and clients, from handling day-to-day inquiries and transaction processing to preparing detailed investment reports and ensuring compliance with industry regulations. You will assist in marketing efforts by organizing client seminars and digital campaigns tailored to the Chicago market's affluent clientele, while maintaining meticulous records in our state-of-the-art systems. This role demands a proactive approach to identifying client needs, facilitating portfolio adjustments, and collaborating with specialists in areas like estate planning and alternative investments, all while upholding J.P. Morgan Chase's commitment to ethical practices and risk management. Joining J.P. Morgan Wealth Management means becoming part of a prestigious network that values professional growth and work-life balance. In Chicago, you will benefit from our modern office facilities and a supportive culture that encourages continuous learning through access to industry-leading training and mentorship programs. This position offers a pathway for career advancement in wealth management, where your contributions directly impact client satisfaction and business growth. If you thrive in a fast-paced, relationship-driven setting and are eager to make a meaningful difference in clients' financial journeys, we invite you to apply and help shape the future of wealth management at J.P. Morgan Chase.

Key Responsibilities

• Provide exceptional client service by responding to inquiries, scheduling appointments, and facilitating account transactions for Private Client Advisors
• Assist in operational support, including preparing client reports, account reviews, and performance analyses using J.P. Morgan's proprietary tools
• Conduct administrative tasks such as document preparation, compliance filings, and maintaining accurate client records in accordance with SEC and FINRA regulations
• Support marketing initiatives by coordinating client events, preparing promotional materials, and tracking engagement metrics for wealth management services
• Collaborate with cross-functional teams to ensure seamless execution of investment strategies and portfolio management
• Monitor and update client portfolios, including new account openings, transfers, and fee calculations
• Identify opportunities to enhance client relationships and refer potential leads to Private Client Advisors
• Ensure adherence to J.P. Morgan Chase's risk management and anti-money laundering (AML) protocols
• Participate in ongoing training to stay current with industry trends and J.P. Morgan's product offerings

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
• Series 7 and 66 licenses (or equivalent) required, or willingness to obtain within 120 days of hire
• Strong understanding of investment products, financial markets, and regulatory compliance in the wealth management sector
• Proficiency in Microsoft Office Suite and financial software applications
• Excellent organizational and time management skills with the ability to handle multiple priorities
• Ability to maintain confidentiality and adhere to J.P. Morgan Chase's ethical standards and policies

Preferred Qualifications

• Prior experience working in a high-net-worth client environment at a major financial institution
• Knowledge of J.P. Morgan Chase's wealth management platforms and tools
• Advanced certifications such as CFP (Certified Financial Planner) or CFA Level I
• Experience with CRM systems like Salesforce in a financial services context
• Bilingual skills, particularly in Spanish, to support diverse client bases in Chicago

Required Skills

• Client relationship management
• Financial analysis and reporting
• Regulatory compliance knowledge (SEC, FINRA)
• Investment product expertise (mutual funds, ETFs, alternatives)
• Administrative proficiency
• Marketing coordination
• Data entry and CRM usage (e.g., Salesforce)
• Time management and prioritization
• Communication (verbal and written)
• Attention to detail
• Problem-solving
• Team collaboration
• Risk assessment
• Microsoft Excel and PowerPoint
• Adaptability to fast-paced environments

Benefits

• Competitive base salary plus performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching
• 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 in Chicago offices
• Flexible work arrangements and commuter benefits for Chicago-based employees

JP Morgan Chase is an equal opportunity employer.