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

Location: New York, NY, United States

Job Family: Banking Associates

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Investment Associate to join our dynamic team in New York, NY. In this role, you will play a pivotal part in supporting Private Client Advisors by delivering exceptional client service, operational efficiency, and administrative excellence. As a key member of our Banking Associates category, you will contribute to the firm's mission of providing personalized wealth management solutions to high-net-worth individuals, helping them achieve their financial goals through innovative investment strategies and comprehensive advisory services. This position offers an exciting opportunity to immerse yourself in the fast-paced world of private banking at one of the world's leading financial institutions. Your primary responsibilities will include assisting Advisors with client onboarding, portfolio monitoring, and customized reporting, while ensuring all activities align with J.P. Morgan's stringent compliance standards and regulatory requirements. You will handle operational tasks such as account management and transaction processing, leveraging your knowledge of diverse investment vehicles like mutual funds, ETFs, and alternative assets. Additionally, you will support marketing initiatives by creating compelling client materials and conducting research on market opportunities, all while fostering strong relationships with both internal teams and external clients. This role demands a proactive approach to problem-solving and a commitment to upholding the integrity and trust that define J.P. Morgan's reputation in the financial services industry. Joining J.P. Morgan means becoming part of a global leader in wealth management, with access to cutting-edge resources, mentorship from seasoned professionals, and opportunities for career advancement. We value diversity, innovation, and client-centric service, and we provide robust training to help you excel in this role. If you are passionate about finance and eager to support the success of affluent clients in New York, apply today to contribute to our legacy of excellence.

Key Responsibilities

• Provide dedicated client service support to Private Client Advisors, including responding to inquiries and resolving issues promptly
• Assist in operational tasks such as account openings, transfers, and maintenance of client portfolios
• Conduct marketing support activities, including preparing client presentations, reports, and promotional materials
• Perform administrative duties like scheduling meetings, managing calendars, and coordinating with internal teams
• Monitor and update client data in JP Morgan's systems to ensure accuracy and compliance with SEC regulations
• Collaborate with Advisors to identify client needs and recommend appropriate investment strategies
• Support business development efforts by researching market trends and preparing customized wealth management proposals
• Ensure all activities comply with JP Morgan Chase's risk management policies and federal banking laws
• Analyze performance reports and generate insights to aid Advisors in client portfolio reviews
• Facilitate client onboarding processes, including KYC documentation and initial investment assessments

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
• Strong understanding of investment products, including equities, fixed income, and alternative investments
• 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
• FINRA Series 7 and Series 66 licenses or willingness to obtain them within 120 days of hire
• Ability to maintain confidentiality and adhere to regulatory compliance standards in a banking environment

Preferred Qualifications

• Prior experience working in a private banking or wealth management division at a major financial institution
• Knowledge of JP Morgan Chase's proprietary wealth management platforms and tools
• Experience with client relationship management (CRM) systems such as Salesforce
• Advanced certification such as CFA Level I or CFP designation
• Bilingual proficiency in English and Spanish or Mandarin to serve diverse client bases in New York

Required Skills

• Client service orientation with empathy and problem-solving abilities
• Financial analysis and reporting using tools like Excel and Bloomberg
• Knowledge of wealth management products and regulatory frameworks (e.g., SEC, FINRA)
• Strong organizational skills for managing multiple priorities in a fast-paced environment
• Effective verbal and written communication for client interactions and internal reporting
• Attention to detail in handling sensitive financial data and compliance requirements
• Team collaboration and relationship-building with Advisors and support staff
• Proficiency in CRM software and digital banking platforms
• Analytical thinking to interpret market data and client needs
• Time management to meet deadlines in operational and marketing tasks
• Adaptability to evolving financial industry trends and JP Morgan policies
• Discretion and ethical judgment in maintaining client confidentiality
• Basic project management for coordinating administrative workflows
• Technical aptitude for learning proprietary JP Morgan systems
• Interpersonal skills for networking with high-net-worth individuals

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 JP Morgan's learning academy
• Employee stock purchase plan and financial wellness resources
• 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.