Private Client Investment Associate

About the Team

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a leading financial services firm, we help nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.

About the Role

As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Using a broad investment product and thought leadership platform along with cutting-edge digital technology, you will provide client service, operational marketing, and administrative support to Private Client Advisors.

In this role, you will partner closely with Advisors to build and maintain client relationships, resolve issues, and assist with ongoing wealth planning. You will facilitate operational requests such as account opening and money movement, manage relationship reviews, and actively engage in risk management procedures. Your work will be essential in deepening client relationships and supporting the business unit's operational procedures and compliance requirements.

Hiring Process

Additional details about the hiring process and total compensation will be provided during the interview stages.

Equal Opportunity

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.