J.P. Morgan Wealth Management - Private Client Investment Associate- Brooklyn, NY
About The Position
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will deliver exceptional client service and provide operational, marketing, and administrative support to Private Client Advisors. You will manage requests such as account openings, money movement, and investment trades accurately and promptly. You will support Advisors in developing and maintaining client relationships, conducting account reviews, and promoting firm services. The role also involves risk management, supporting business-unit operations, complying with regulatory requirements, prioritizing work, meeting deadlines, and contributing to a positive team environment.
Requirements
- A valid and active Series 7 license is required, or must be obtained within 120 days of employment.
- Applicants registered after October 1, 2018 must also have a valid and active Securities Industry Essentials (SIE) exam.
- A valid and active Series 66 (or Series 63/65) license and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment.
Responsibilities
- Support Advisors’ book of business by facilitating accurate and timely operational requests, including account opening, money movement, and investment trades.
- Build and maintain client relationships by processing requests, resolving issues, providing current information, supporting ongoing wealth planning, managing referral sources, and generating new leads.
- Assist with relationship and account reviews, promote firm services to deepen client relationships, and prepare accurate and timely performance reports.
- Participate in risk management, including Know Your Customer procedures, account reviews, and inquiries.
- Support business-unit operational procedures and compliance requirements, including completing required forms and documentation.
- Prioritize daily work, track progress, and consistently meet deadlines.
- Maintain and foster team culture.
Benefits
- Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
- Eligible employees may receive commission-based pay and/or discretionary incentive compensation in 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.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
