Private Client Investment Associate

About the Team

As part of Consumer Banking, our team is dedicated to client experience and goals-driven planning. We are a vital component of JPMorgan Wealth Management, providing operational marketing and administrative support to Private Client Advisors. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. We also help small businesses, nonprofits, and cities grow by delivering solutions to solve all their financial needs.

About the Role

You will serve as a strategic partner to Private Client Advisors, ensuring the seamless execution of their client service operations. In this role, you will work closely with a team of associates to support a group of Advisors' book of business. Your day-to-day impact involves facilitating accurate and timely operational requests, such as account openings, money movements, and investment trades.

Beyond operational support, you will play a key role in building and maintaining client relationships. This includes processing requests, resolving issues, and providing up-to-date information to assist Advisors with ongoing wealth planning. You will also help manage relationship and account reviews, promote firm services to deepen client connections, and prepare timely performance reports. Additionally, you will actively engage in risk management, including Know Your Customer procedures and account inquiries, while ensuring strict adherence to business unit operational procedures and compliance requirements.

Culture and Values

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 place a high value on diversity and inclusion at our company. We are an equal opportunity employer and 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.

We are committed to making reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Benefits and Rewards

We offer a competitive total rewards package including base salary, commission-based pay, and discretionary incentive compensation. Eligible employees may also receive forfeitable equity awarded in recognition of individual achievements. Our comprehensive benefits program includes health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, and financial coaching. Additional details about total compensation and benefits will be provided during the hiring process.