J.P. Morgan Wealth Management - Private Client Investment Associate - Midtown

Location: New York, 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 Midtown, New York 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 within the Banking Associates category offers the opportunity to immerse yourself in the fast-paced world of wealth management, contributing to client portfolios that span equities, fixed income, alternatives, and bespoke solutions tailored to affluent clients' needs. Your work will directly impact client satisfaction and advisor productivity in one of the most prestigious financial institutions globally. In this role, you will handle a diverse set of responsibilities, from processing complex transactions and ensuring regulatory compliance to preparing insightful reports and coordinating client engagements. You will leverage J.P. Morgan's cutting-edge technology and resources to monitor market trends, analyze investment performance, and support the development of customized wealth plans. Collaboration is key; you will work closely with advisors, operations teams, and compliance experts to maintain the highest standards of integrity and efficiency. This position is ideal for motivated professionals passionate about finance who thrive in a supportive yet demanding environment, with opportunities to grow into advisory roles within J.P. Morgan's renowned Private Banking division. Joining J.P. Morgan means becoming part of a legacy of innovation and trust in the financial services industry. We value diverse perspectives and invest in your professional growth through comprehensive training, mentorship, and access to global networks. Located in the heart of Midtown Manhattan, this role offers exposure to elite clientele and the chance to contribute to meaningful financial outcomes. If you are detail-oriented, client-focused, and eager to advance in wealth management, apply today to help shape the future of private client services at J.P. Morgan Chase.

Key Responsibilities

• Provide exceptional client service by responding to inquiries, processing account transactions, and ensuring timely resolution of issues
• Support Private Client Advisors in preparing client meetings, including gathering financial data and creating customized investment proposals
• Assist with operational tasks such as account openings, transfers, and compliance documentation in adherence to SEC and FINRA regulations
• Conduct marketing support activities, including preparing promotional materials and coordinating client events for J.P. Morgan Wealth Management
• Perform administrative duties like maintaining client records, scheduling appointments, and managing correspondence within the team
• Monitor portfolio performance and generate reports using J.P. Morgan's analytical tools to aid advisors in client reviews
• Collaborate with cross-functional teams to ensure seamless execution of wealth management strategies for high-net-worth individuals
• Identify opportunities to enhance client relationships through proactive outreach and personalized service
• Ensure all activities comply with J.P. Morgan's risk management policies and ethical standards
• Contribute to business development by tracking leads and supporting advisor efforts in client acquisition

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 willingness to obtain within 120 days of hire)
• Strong understanding of investment products, financial markets, and regulatory requirements
• Proficiency in Microsoft Office Suite, including Excel for financial modeling and reporting
• Excellent organizational skills with the ability to manage multiple tasks in a fast-paced environment
• U.S. work authorization without sponsorship required

Preferred Qualifications

• Prior experience in a Private Banking or Wealth Management setting at a major financial institution
• Familiarity with CRM systems such as Salesforce or J.P. Morgan's proprietary platforms
• Advanced degree (MBA) or certifications like CFP (Certified Financial Planner)
• Experience supporting high-net-worth clients in operational or administrative capacities
• Knowledge of J.P. Morgan's investment strategies and product offerings

Required Skills

• Client relationship management
• Financial analysis and reporting
• Knowledge of investment products (stocks, bonds, mutual funds, alternatives)
• Regulatory compliance (SEC, FINRA)
• Proficiency in Excel and financial software
• CRM system expertise (e.g., Salesforce)
• Strong communication (verbal and written)
• Attention to detail and accuracy
• Time management and prioritization
• Team collaboration and interpersonal skills
• Problem-solving and analytical thinking
• Discretion with confidential information
• Adaptability in a dynamic financial environment
• Basic marketing and event coordination
• Risk assessment and mitigation

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 J.P. Morgan's learning academy
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Flexible work arrangements and commuter benefits for New York-based employees

JP Morgan Chase is an equal opportunity employer.