Chase Private Client Investment Assistant- New York, NY (ABINGDON)
JPMorgan Chase - Abingdon Square, NY

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Job Description

Business Description:
Chase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries We serve more than 50 million consumers and small businesses through more than 5,600 bank branches, 18,700 ATMs, credit cards, mortgage offices and online and mobile banking as well as through relationships with auto dealerships.

Within Chase,

Chase Wealth Management encompasses our Chase Private Client (CPC) and Chase Investment Services businesses. Through a dedicated team of a banker and J.P. Morgan Advisor, Chase Private Client brings our affluent clients concierge banking from Chase and access to the investment expertise from J.P. Morgan. Chase Investment Services provides investment solutions to a broad range of Chase customers through Chase Investment Advisors.

As a Chase employee, you’ll be part of a company that makes a real difference every day for our customers, our communities and ourselves. With a focus on customer service, you’ll put others first, do what’s right and create solutions that make lives better. We invite you to build your career on our strong foundation and help shape what’s next – for you and for us.

JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package

JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V

As a Private Client Investment Assistant, you will provide client service, operational, marketing, and administrative support to primarily Private Client Advisor(s) within Chase Wealth Management.

Key responsibilities include:

Supporting the Private Client Advisor in building and maintaining client relationships by assisting the Private Client Advisor with ongoing financial planning for clients and referral source management


Researching and resolving client inquiries


Coordinating with the Private Client Advisor to prepare for client meetings and presentations


Supporting business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)


Facilitating investment trades


At least one year of financial product service experience required

At least two years of client management experience

Knowledge of investments, insurance, trusts, bank products, financial planning and use of financial planning tools preferred

Excellent interpersonal/communication and organizational skills

Ability to work in an environment with heavy phone-based customer interaction required

Ability to manage and resolve difficult situations with clients

Strong compliance record in prior position(s)

PC skills: Proficiency in Word and Excel required, Powerpoint and Access a plus.

College Degree Preferred

Required: Series 7, Series 63 and 65 or Series 66; and (c) Appropriate State(s) Life & Health Insurance License(s) and the appropriate state Group 1 - Life and Variable Annuity License in addition to meeting FINRA continuing education requirements

Ability to travel locally between branches as needed


Sales Support

Primary Location

US-NY-New York-Abingdon Square / 03158


Asset & Wealth Management



Job Type



Day Job

Employee Status


Corporate Brand

J.P. Morgan

JPMorgan Chase - 23 months ago - save job - copy to clipboard
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