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

Location: West Harrison, 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 comprehensive advisory services. As a Private Client Investment Associate in our West Harrison, NY office, you will play a vital role in supporting our team of elite Private Client Advisors. This position offers an exciting opportunity to immerse yourself in the dynamic world of wealth management, where you will contribute to delivering exceptional client experiences while gaining hands-on exposure to sophisticated financial products and services offered by one of the world's leading financial institutions. Your primary focus will be providing high-touch client service, operational support, and administrative assistance to ensure seamless operations for our advisors. This includes managing client communications, preparing detailed investment analyses, and facilitating the execution of wealth management strategies tailored to individual client needs. You will leverage J.P. Morgan's cutting-edge technology platforms to track portfolios, process transactions, and generate insightful reports, all while upholding the highest standards of compliance and confidentiality in line with industry regulations. In this collaborative environment, you will work closely with cross-functional teams to enhance client satisfaction and drive business growth. Opportunities for professional advancement are abundant, with access to J.P. Morgan's renowned training programs and mentorship from seasoned professionals. If you are passionate about finance, thrive in a client-centric role, and eager to build a career at a prestigious firm like J.P. Morgan Chase, this position in West Harrison, NY, is an ideal stepping stone to becoming a key player in private wealth management.

Key Responsibilities

• Provide exceptional client service by responding to inquiries, scheduling appointments, and maintaining accurate client records in compliance with J.P. Morgan's standards
• Assist Private Client Advisors in preparing investment proposals, performance reports, and portfolio reviews using J.P. Morgan's wealth management platforms
• Support operational tasks including transaction processing, account maintenance, and reconciliation of client portfolios
• Conduct administrative duties such as document preparation, filing, and coordination of client meetings in the West Harrison office
• Collaborate with marketing teams to develop and distribute targeted materials for wealth management services
• Ensure adherence to regulatory requirements, including KYC/AML protocols and SEC guidelines
• Monitor client portfolios for updates and alerts, providing timely support to advisors
• Participate in client events and seminars to enhance J.P. Morgan's brand presence in the local community
• Analyze client data to identify opportunities for additional J.P. Morgan products and services
• Maintain confidentiality and handle sensitive financial information with the utmost professionalism

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
• Strong understanding of investment products, wealth management principles, and regulatory requirements in the financial industry
• 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
• Ability to obtain necessary licenses such as Series 7 and Series 66 within 120 days of hire
• Commitment to J.P. Morgan's core values of integrity, excellence, and client focus

Preferred Qualifications

• Prior experience working in a wealth management or private banking environment at a major financial institution
• Familiarity with J.P. Morgan's proprietary systems and tools for client relationship management
• Advanced certification such as CFA Level I or CFP designation
• Experience supporting high-net-worth individuals with complex financial needs
• Bilingual proficiency in English and Spanish to serve diverse client bases in the New York area

Required Skills

• Client relationship management
• Financial analysis and reporting
• Proficiency in CRM software like Salesforce
• Attention to detail and organizational skills
• Strong verbal and written communication
• Problem-solving and critical thinking
• Knowledge of investment vehicles (stocks, bonds, mutual funds)
• Regulatory compliance awareness (FINRA, SEC)
• Time management in a fast-paced environment
• Team collaboration and interpersonal skills
• Data entry and Microsoft Excel expertise
• Discretion with confidential information
• Adaptability to evolving financial market trends
• Basic marketing and presentation skills
• Analytical mindset for portfolio monitoring

Benefits

• Competitive base salary with performance-based bonuses and incentives aligned with J.P. Morgan's compensation philosophy
• Comprehensive health, 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 parental leave policies
• 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
• Relocation assistance for eligible roles and commuter benefits for the West Harrison location

JP Morgan Chase is an equal opportunity employer.