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

Location: Yorktown Heights, 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 Yorktown Heights, NY branch, you will play a vital role in supporting our 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, where you will contribute to building lasting client relationships while gaining exposure to sophisticated financial products and advisory services at one of the world's leading financial institutions. Your day-to-day responsibilities will include providing proactive support to advisors in managing client portfolios, processing transactions, and ensuring all activities comply with J.P. Morgan's rigorous standards and federal regulations. You will assist in preparing customized investment analyses, coordinating client meetings, and leveraging J.P. Morgan's advanced technology platforms to enhance service delivery. Additionally, you will handle marketing efforts such as event planning and client outreach, helping to grow our presence in the affluent Yorktown Heights community. This role demands a blend of technical financial knowledge and interpersonal skills to foster trust and satisfaction among our discerning clientele. Joining J.P. Morgan means becoming part of a global team committed to innovation and integrity in financial services. We offer robust professional development opportunities, including training on wealth management tools and pathways to advancement within our Private Bank. If you are passionate about finance, client-focused, and eager to contribute to a prestigious firm, this position provides a rewarding entry into the heart of J.P. Morgan's wealth management operations in a vibrant New York location.

Key Responsibilities

• Provide exceptional client service by responding to inquiries, scheduling appointments, and maintaining accurate client records in compliance with J.P. Morgan standards
• Support Private Client Advisors in preparing investment proposals, performance reports, and portfolio reviews using J.P. Morgan's wealth management platforms
• Assist with operational tasks including account openings, transaction processing, and reconciliation of client statements
• Conduct administrative duties such as filing, data entry, and managing correspondence to ensure seamless advisor-client interactions
• Collaborate on marketing initiatives by coordinating client events, preparing promotional materials, and tracking engagement metrics
• Monitor regulatory updates and ensure all client documentation adheres to SEC, FINRA, and internal J.P. Morgan policies
• Analyze client data to identify service opportunities and support advisors in delivering personalized wealth strategies
• Facilitate cross-functional coordination with other J.P. Morgan teams, including compliance and operations, to resolve client issues efficiently
• Contribute to team meetings by providing insights on client trends and operational efficiencies in the Yorktown Heights branch

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• At least 2 years of experience in financial services, client service, or administrative support roles
• Series 7 and 66 licenses (or equivalent FINRA registrations) required
• Strong understanding of investment products, wealth management principles, and regulatory compliance in the financial industry
• Proficiency in Microsoft Office Suite and financial software applications
• Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment
• U.S. work authorization without sponsorship

Preferred Qualifications

• Experience working in a wealth management or private banking environment at a major financial institution
• Advanced certifications such as CFP (Certified Financial Planner) or CFA Level I
• Familiarity with J.P. Morgan's proprietary systems and tools for client relationship management
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Prior internship or role in operational support within investment advisory services

Required Skills

• Client relationship management
• Financial analysis and reporting
• Regulatory compliance knowledge (SEC/FINRA)
• Proficiency in CRM software (e.g., Salesforce)
• Investment product knowledge (stocks, bonds, mutual funds)
• Administrative and organizational skills
• Communication (verbal and written)
• Attention to detail and accuracy
• Time management and multitasking
• Problem-solving and analytical thinking
• Team collaboration and interpersonal skills
• Data entry and record-keeping
• Microsoft Excel and PowerPoint expertise
• Customer service orientation
• Adaptability to financial market changes

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching
• 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 financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Flexible work arrangements and commuter benefits for the Yorktown Heights location

JP Morgan Chase is an equal opportunity employer.