Wealth Management: Private Client Investment Associate

JP Morgan Chase

New York (NY)

On-site

USD 80,000 - 120,000

Full time

2 days ago

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Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management in New York, NY. You will support Private Client Advisors with client service, operational tasks, and wealth planning activities, helping to deepen client relationships.

The role emphasizes accurate processing of requests, risk management, and adherence to regulatory requirements. Licensing (Series 7, SIE, Series 66, and Life/Health) is required within stated timelines, with ongoing collaboration across

Qualifications

Strong client service mindset and ability to support advisors
Knowledge of financial products and investment processes
Compliance-focused with attention to regulatory requirements

Responsibilities

Support Advisors book of business, including account openings, money movement, and trades
Build and maintain client relationships, process requests, resolve issues, assist with wealth planning
Assist with relationship/account reviews and prepare performance reports
Engage in risk management, Know Your Customer procedures and account reviews
Support operational procedures and compliance documentation
Prioritize daily work, track progress, and meet deadlines
Foster team culture and collaboration