Solutions Assistant

About the Role

J.P. Morgan Personal Investing (JPMPI) is seeking a Solutions Assistant to support Wealth Services by enabling seamless client servicing and sales lifecycle execution within an innovative digital wealth platform. This role offers exposure to global teams and senior wealth professionals in a collaborative, fast-paced environment.

Key Responsibilities

• Manage CRM activities by recording opportunities in Salesforce and maintaining accurate data.
• Support financial administration, including funding processes and reconciliation activities.
• Conduct competitor and market analysis to identify trends and opportunities.
• Manage transfer processes, including follow-ups with providers and clients.
• Support client engagement activities, including documentation and administrative requirements.
• Prepare presentations and materials for client meetings, including research and portfolio insights.
• Produce business reports, including monthly and quarterly performance reviews.
• Enhance CRM and sales processes by improving reporting, analytics, and operational efficiency.
• Support development and execution of outbound campaigns and distribution channel activities.
• Analyze data to support financial planning, campaign effectiveness, and performance tracking.
• Deliver actionable insights to stakeholders based on data analysis and reporting.

Requirements & Tech Stack

• Experience in a similar role supporting financial services, wealth management, or sales operations.
• Strong understanding of client servicing and sales lifecycle processes.
• Ability to manage CRM systems and maintain data accuracy.
• Strong analytical skills with the ability to interpret and present data effectively.
• Excellent verbal and written communication skills.
• Strong stakeholder management and collaboration skills.
• Ability to work independently in a fast-paced and demanding environment.
• High attention to detail and strong organizational skills.
• Proficiency in Microsoft Office tools including Excel, PowerPoint, Word, and Teams.
• Understanding of confidentiality and client data sensitivity.

Preferred Qualifications

• Advanced degree or relevant qualification such as MBA, CFA, CA, or FRM.
• Experience with analytics and visualization tools such as Tableau or Alteryx.
• Experience with Python language.
• Familiarity with digital wealth management platforms or financial advisory environments.
• Strong problem-solving and critical thinking capabilities.
• Experience working with global teams across multiple regions.
• Interest in financial markets and investment advisory processes.
• Ability to adapt quickly to changing business needs and priorities.