J. P. Morgan Wealth Management - Client Specialist Associate

JPMorganChase • Los Angeles, CA

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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 throughout the sales cycle by developing prospect profiles, preparing for and following up on 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 exposure to private wealth management, sales, and relationship development while supporting the team’s pipeline and efforts to win new business.

Employment offers are contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries, because the position is subject to Section 19 of the Federal Deposit Insurance Act.

Requirements

• Bachelor’s degree.
• Written and verbal communication skills to communicate with clients, prospects, and internal partners.
• Advanced proficiency in Microsoft PowerPoint, Word, and other Microsoft Office applications.
• Organizational skills and 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 for 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.

What This Job Offers

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