Private Client Investment Associate — Wealth Advisor Support

J.P. Morgan

New York (NY)

On-site

USD 90,000 - 150,000

Full time

5 days ago

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Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Wealth Management is seeking a Private Client Investment Associate to provide client service, operational marketing, and administrative support to Private Client Advisors within Wealth Management.

You will assist with client requests, trades, and referrals while helping to deepen client relationships and support wealth planning activities. The role emphasizes risk management, compliance, and timely processing of operational tasks, with the opportunity to contribute to a

Qualifications

Provide client service and administrative support to Private Client Advisors in Wealth Management.
Assist in client-related processing and reporting to support advisory teams.

Responsibilities

Support Advisors book of business including account openings, money movement and investment trades.
Build and maintain client relationships and assist with wealth planning for clients and referral sources.
Assist in relationship/account reviews and prepare performance reports.
Engage in risk management procedures and KYK/Account Reviews.
Support compliance and required operational forms and documentation.
Prioritize daily work and meet deadlines; maintain team culture.