Solutions Assistant

Job Description
We have an opportunity to impact your career and contribute to an innovative digital wealth platform. J.P. Morgan Personal Investing (JPMPI) is a leading digital wealth manager focused on empowering clients with guidance and investment solutions. You will play a key role in supporting Wealth Services by enabling seamless client servicing and sales lifecycle execution. This role offers exposure to global teams and the ability to work closely with senior wealth professionals. Join a collaborative and fast-paced environment focused on delivering high-quality client outcomes.
As a Wealth Services – Senior Associate within J.P. Morgan Personal Investing, you will support the Wealth Services team by enabling operational, analytical, and client servicing activities across the sales lifecycle. You will act as an extension of the UK-based team, partnering closely with Wealth Managers, Senior Wealth Managers, and Wealth Consultants. You will provide administrative and analytical support while ensuring accurate execution of processes and reporting. You will contribute to CRM management, campaign execution, and sales enablement initiatives. This role requires strong collaboration, attention to detail, and the ability to operate effectively in a dynamic environment.
J.P. Morgan Personal Investing (JPMPI) is the firm's digital wealth manager, providing clients with accessible investment guidance and solutions. The India team operates as an extension of the UK-based Wealth Services team, supporting end-to-end sales lifecycle activities. Team members support advisors by delivering operational, analytical, and reporting capabilities while maintaining a strong focus on client service excellence.
Job Responsibilities
Manage CRM activities by recording opportunities in Salesforce and maintaining accurate dataSupport financial administration, including funding processes and reconciliation activitiesConduct competitor and market analysis to identify trends and opportunitiesManage transfer processes, including follow-ups with providers and clientsSupport client engagement activities, including documentation and administrative requirementsPrepare presentations and materials for client meetings, including research and portfolio insightsProduce business reports, including monthly and quarterly performance reviewsEnhance CRM and sales processes by improving reporting, analytics, and operational efficiencySupport development and execution of outbound campaigns and distribution channel activitiesAnalyze data to support financial planning, campaign effectiveness, and performance trackingDeliver actionable insights to stakeholders based on data analysis and reporting
Required Qualifications, Capabilities, And Skills
Experience in a similar role supporting financial services, wealth management, or sales operationsStrong understanding of client servicing and sales lifecycle processesAbility to manage CRM systems and maintain data accuracyStrong analytical skills with ability to interpret and present data effectivelyExcellent verbal and written communication skillsStrong stakeholder management and collaboration skillsAbility to work independently in a fast-paced and demanding environmentHigh attention to detail and strong organizational skillsProficiency in Microsoft Office tools including Excel, PowerPoint, Word, and TeamsUnderstanding of confidentiality and client data sensitivity
Preferred Qualifications, Capabilities, And Skills
Advanced degree or relevant qualification such as MBA, CFA, CA, or FRMExperience with analytics and visualization tools such as Tableau or AlteryxExperience with Python languageFamiliarity with digital wealth management platforms or financial advisory environmentsStrong problem-solving and critical thinking capabilitiesExperience working with global teams across multiple regionsInterest in financial markets and investment advisory processesAbility to adapt quickly to changing business needs and priorities
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
About The Team
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.

Skills
Python, Data Analysis, Tableau, Excel, Salesforce, CRM, Wealth Management, Investment Banking, Documentation

Work arrangement
No