J. P. Morgan Wealth Management - Client Specialist Associatenew

Build your wealth management experience while making a meaningful contribution to new client relationships. Join the JPMorgan Wealth Management Client Specialist Team, where you will work alongside experienced wealth management professionals and gain hands-on exposure to prospect development, client engagement, and the wealth management sales process.

 

As a Client Specialist Associate within the JPMorgan Wealth Management Client Specialist Team, you support Client Specialists in identifying and pursuing wealth management opportunities with high-net-worth and ultra-high-net-worth individuals and institutions. You contribute across the sales cycle by developing prospect profiles, preparing for and following up on prospect meetings, coordinating with internal partners, managing the sales pipeline, and supporting client and prospect events. You help Client Specialists understand clients' wealth and planning needs and connect them with appropriate wealth management services and resources. Through this role, you will gain hands-on experience in private wealth management, sales, and relationship development while helping the team build a robust pipeline and win new wealth management business.

 

Job Responsibilities

• Support Client Specialists with prospect engagement and sales pipeline management.
• Research prospective clients and gather information to support business development activities.
• Partner with Client Specialists, bankers, Wealth Advisors, and other internal partners to identify and prioritize opportunities for new wealth management relationships.
• Prepare meeting materials and customized presentations for prospective and existing clients.
• Track new business activity, analyze results, and prepare performance reports.
• Plan and participate in prospect and client events.
• Engage with prospective and existing clients, research inquiries, and manage follow-up communications and materials.
• Participate in select prospect meetings.
• Identify opportunities to improve efficiency through technology and artificial intelligence.
• Support Client Specialist business management strategies and projects as needed.

 

Required Qualifications, Capabilities, and Skills

• Bachelor's degree.
• Written and verbal communication skills necessary to communicate with clients, prospects, and internal partners.
• Advanced proficiency in Microsoft PowerPoint, Word, and other Microsoft Office applications.
• Organizational skills with the ability to manage multiple and changing priorities.
• Knowledge of or demonstrated interest in the wealth management business.

 

Preferred Qualifications, Capabilities, and Skills

• Bachelor's degree in Business Administration, Finance, Economics, Communications, or a related field.
• Securities Industry Essentials (SIE), Series 7, or Series 66 license, or progress toward obtaining these credentials.
• Previous experience in an administrative or client-facing role.
• Interest in developing toward a Financial Advisor career path.

 

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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans