J.P. Morgan Advisors – Seasonal Hires

New York, NY, United States

Internship

Onsite

Intern

J.P. Morgan Chase is one of the world's oldest and largest financial institutions, and they are seeking Seasonal Hires within J.P. Morgan Advisors. This role offers the opportunity to build foundational knowledge and professional skills while supporting Wealth Advisors and clients through various administrative and operational duties.

Responsibilities

Building foundational knowledge, professional skills and experience while working in a team-based environment.
Perform daily administrative and operational duties that support the Wealth Advisor(s) and clients including ad hoc requests.
Learn the fundamentals of working with clients in service-oriented roles and gaining exposure to investment strategies, portfolio analytics and holistic financial planning.
Support team with administrative duties. Activities could include buy not be limited to scheduling of client/internal meetings, team calendar management, sending mail, preparing client reviews, support marketing initiatives, etc.
Follow up on internal processing (e.g., account opening, asset movement, asset movement, account maintenance tickets, account updates, banking request) to provide status updates to the team and escalate when encountering roadblocks.

Qualification

Required

Actively pursuing bachelor’s or master’s degree

Preferred

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

Glassdoor

4.0

Founded in 2000

New York, New York, USA

10001+ employees

https://www.jpmorganchase.com/

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J.P. Morgan Advisors – Seasonal Hires

Responsibilities

Qualification

Required

Preferred

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