J.P. Morgan Wealth Management - Private Client Investment Associate - Webster, TX

Location: Webster, TX, 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 Webster, TX 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 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 extensive 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 assisting with the preparation of customized investment proposals. You will ensure all activities comply with J.P. Morgan's rigorous standards and regulatory requirements, while also contributing to marketing efforts that enhance client engagement. This role demands a proactive approach to problem-solving, strong attention to detail, and the ability to thrive in a fast-paced setting where accuracy and confidentiality are paramount. By facilitating smooth operations, you will help advisors focus on building lasting client relationships and delivering tailored wealth management advice. Joining J.P. Morgan means becoming part of a prestigious organization committed to professional growth and work-life balance. We offer robust training programs to develop your expertise in wealth management, along with competitive compensation and comprehensive benefits. In Webster, TX, you will serve a diverse clientele in a vibrant community, contributing to J.P. Morgan's mission of empowering clients to reach their aspirations. If you are ready to advance your career in financial services with a firm renowned for its stability and innovation, apply today to make an impact as a Private Client Investment Associate.

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 J.P. Morgan standards
• Support marketing initiatives by preparing client presentations, event coordination, and distribution of educational materials on investment opportunities
• Conduct administrative duties such as data entry, report generation, and file organization using J.P. Morgan's proprietary systems
• Collaborate with advisors to analyze client needs and recommend suitable wealth management solutions
• Ensure adherence to regulatory requirements, including FINRA and SEC guidelines, in all client interactions
• Monitor and update client portfolios, flagging any issues for advisor review
• Participate in team meetings to discuss client strategies and contribute to business development efforts
• Handle incoming calls and emails, prioritizing urgent matters to maintain high service levels

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• At least 2 years of experience in financial services, client support, or banking operations
• Series 7 and 66 licenses (or willingness to obtain within 120 days of hire)
• Strong understanding of investment products and wealth management principles
• Proficiency in Microsoft Office Suite and financial software applications
• Excellent communication and interpersonal skills for client interactions
• Ability to maintain confidentiality and adhere to regulatory compliance standards

Preferred Qualifications

• Experience in a high-net-worth client service environment at a major financial institution
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Advanced certifications such as CFP or CFA
• Previous role in operational support or marketing within the financial sector
• Bilingual proficiency in English and Spanish to serve diverse client bases in Texas

Required Skills

• Client relationship management
• Financial analysis and reporting
• Regulatory compliance knowledge (FINRA, SEC)
• Proficiency in CRM systems like Salesforce
• Investment product knowledge (mutual funds, ETFs, alternatives)
• Operational efficiency and process improvement
• Strong organizational and multitasking abilities
• Excellent verbal and written communication
• Problem-solving and critical thinking
• Attention to detail and accuracy
• Team collaboration and adaptability
• Time management under pressure
• Basic marketing and presentation skills
• Data entry and database management
• Ethical decision-making in financial contexts

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive medical, 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 training programs and tuition reimbursement
• Employee stock purchase plan and access to financial wellness resources
• On-site fitness centers and wellness programs at select locations
• Flexible work arrangements and hybrid options where applicable

JP Morgan Chase is an equal opportunity employer.