J. P. Morgan Wealth Management - Client Specialist Associate

JPMorgan Chase & Co. • New York, NY

3d

About The Position

As a Client Specialist Associate on the JPMorgan Wealth Management Client Specialist Team, you support Client Specialists in identifying and pursuing wealth management opportunities with high-net-worth and ultra-high-net-worth individuals and institutions. You contribute across the sales cycle by developing prospect profiles, preparing for and following up on prospect meetings, coordinating with internal partners, managing the sales pipeline, and supporting client and prospect events. You help Client Specialists understand clients’ wealth and planning needs and connect them with appropriate wealth management services and resources. The role provides hands-on experience in private wealth management, sales, and relationship development while helping the team build a robust pipeline and win new wealth management business.

Requirements

• Bachelor's degree.
• Written and verbal communication skills necessary to communicate with clients, prospects, and internal partners.
• Advanced proficiency in Microsoft PowerPoint, Word, and other Microsoft Office applications.
• Organizational skills with the ability to manage multiple and changing priorities.
• Knowledge of or demonstrated interest in the wealth management business.

Nice To Haves

• Bachelor's degree in Business Administration, Finance, Economics, Communications, or a related field.
• Securities Industry Essentials (SIE), Series 7, or Series 66 license, or progress toward obtaining these credentials.
• Previous experience in an administrative or client-facing role.
• Interest in developing toward a Financial Advisor career path.

Responsibilities

• Support Client Specialists with prospect engagement and sales pipeline management.
• Research prospective clients and gather information to support business development activities.
• Partner with Client Specialists, bankers, Wealth Advisors, and other internal partners to identify and prioritize opportunities for new wealth management relationships.
• Prepare meeting materials and customized presentations for prospective and existing clients.
• Track new business activity, analyze results, and prepare performance reports.
• Plan and participate in prospect and client events.
• Engage with prospective and existing clients, research inquiries, and manage follow-up communications and materials.
• Participate in select prospect meetings.
• Identify opportunities to improve efficiency through technology and artificial intelligence.
• Support Client Specialist business management strategies and projects as needed.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid as cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level