J.P. Morgan Wealth Management - Private Client Investment Associate - Fishkill, NY

Location: Fishkill, 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 investment strategies and exceptional service. As a Private Client Investment Associate in our Fishkill, NY office, you will play a vital 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 at one of the world's leading financial institutions, where innovation and integrity drive our commitment to client success. Your primary focus will be on providing seamless support to advisors and clients, including managing inquiries, processing transactions, and ensuring compliance with industry regulations. You will leverage JP Morgan's advanced tools and resources to prepare insightful reports, facilitate account management, and contribute to marketing efforts that enhance client engagement. This role requires a blend of technical acumen and interpersonal skills to build trust with affluent clients while collaborating with cross-functional teams to deliver holistic wealth solutions tailored to their unique needs. Joining J.P. Morgan Chase means becoming part of a global powerhouse with a legacy of excellence in financial services. In this position, you will gain hands-on experience in private client advisory, exposure to sophisticated investment products, and opportunities for career growth within our renowned Wealth Management division. We value diverse perspectives and foster an inclusive environment where your contributions directly impact client outcomes and firm performance. If you are passionate about finance and eager to support the next level of wealth creation, this role in Fishkill, NY, is your gateway to a rewarding career at J.P. Morgan.

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, reports, and materials to promote JP Morgan Wealth Management services
• Conduct administrative duties such as filing, data entry, and coordination of team meetings and events
• Collaborate with advisors to analyze client needs and recommend appropriate investment strategies and products
• Monitor and update client portfolios, ensuring accuracy in performance tracking and reporting
• Ensure adherence to JP Morgan Chase policies, FINRA regulations, and anti-money laundering procedures
• Facilitate client onboarding processes, including KYC (Know Your Customer) documentation and risk assessments
• Generate customized financial reports and performance summaries using JP Morgan proprietary tools
• Support business development efforts by identifying opportunities to deepen client relationships and cross-sell services

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 (or 63 and 65) 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 maintain confidentiality and handle sensitive financial information

Preferred Qualifications

• Prior experience in a wealth management or private banking environment at a major financial institution
• Familiarity with JP Morgan Chase systems and tools, such as client relationship management software
• Advanced certifications like CFP (Certified Financial Planner) or CFA Level I
• Experience supporting financial advisors in client portfolio management and compliance
• Knowledge of local market dynamics in the New York region

Required Skills

• Client relationship management
• Financial analysis and reporting
• Regulatory compliance (FINRA, SEC)
• Investment product knowledge (mutual funds, ETFs, alternatives)
• Microsoft Excel proficiency (pivot tables, VLOOKUP)
• Oral and written communication
• Time management and prioritization
• Attention to detail
• Problem-solving and critical thinking
• Team collaboration
• Data entry and CRM software (e.g., Salesforce)
• Risk assessment
• Customer service orientation
• Adaptability to fast-paced environments
• Discretion and ethical judgment

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
• Paid time off including vacation, sick days, and 18 weeks of paid parental leave
• Tuition reimbursement program for professional development and advanced certifications
• Employee stock purchase plan allowing discounted shares of JP Morgan Chase common stock
• Wellness programs including gym memberships, mental health support, and fitness challenges
• Performance-based annual bonuses and long-term incentive compensation
• Flexible work arrangements and hybrid options where applicable

JP Morgan Chase is an equal opportunity employer.