Private Client Investment Associate

Benefits and culture

Location: New York, NY onsite. JPMorgan Chase Wealth Management offers a comprehensive benefits package and a collaborative, inclusive culture designed to support client service excellence and professional growth.

• Health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

The role sits within a team that prioritizes client focus, collaboration, and a commitment to diversity and inclusion, supported by a broad investment platform and leading digital tools.

Responsibilities

• Support Advisors' book of business by processing operational requests such as account openings, money movement, and investment trades in a timely and accurate manner
• Build and sustain client relationships by handling requests, resolving issues, and providing current information
• Assist Advisors with ongoing wealth planning for clients
• Manage referral sources and contribute to new lead generation
• Support relationship and account reviews and promote firm services to deepen client relationships
• Prepare timely and accurate performance reports
• Actively participate in risk management, including Know Your Customer procedures, account reviews, and inquiries
• Support operational procedures and compliance requirements, including completion of required forms and documentation
• Prioritize daily work, track progress, and consistently meet deadlines
• Foster a positive team culture

Requirements

• A valid and active Series 7 license is required or can be obtained within 120 days of employment
• If you were registered after October 1, 2018 you must also hold a valid and active Securities Industry Essentials (SIE) exam
• A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment