U.S. Private Bank - Investment Professional - Associate
On-site · New York City, New York, United States
Job Summary
Provide integral daily support to Client Advisors in managing client relationships within J.P. Morgan’s U.S. Private Bank. Assist in Know-Your-Client documentation, account opening processes, and information management; monitor client accounts and conduct daily account administration; serve as a point of contact with Account Opening, Supervisory Management, Risk Management and Investor Support teams; liaise with Operations and Client Service Specialist teams; monitor risk metrics and perform scenario-based analysis in collaboration with Team Leader.
Required Qualifications
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Bachelor’s Degree required
- One plus years of industry related experience
- Exceptional follow-up and follow-through skills
- PowerPoint and Excel expertise
- Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
- Experience and interest in financial markets and concepts
- Excellent interpersonal skills
- Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
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