Private Client Wealth Associate

JPMorganChase; Columbus (OH); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate to deliver exceptional client service and support Private Client Advisors with operational requests, wealth planning, and client relationship management.

You will assist in risk management processes, complete regulatory procedures, and ensure timely, accurate execution of account openings, trades, and money movements within a fast-paced Wealth Management environment.

Qualifications

• Delivers exceptional client service and supports advisors with wealth planning and lead management.
• Monitors risk, performs Know Your Customer procedures and account reviews with diligence.
• Supports operational processes and regulatory requirements to safeguard firm standards.

Responsibilities

• Support Advisors book of business including account openings, money movement and trades.
• Assist Advisors in maintaining client relationships and providing up-to-date information.
• Help manage client reviews and promote firm services to deepen relationships.

Skills

Client service

Relationship building

Regulatory compliance

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate to deliver exceptional client service and support Private Client Advisors with operational requests, wealth planning, and client relationship management.

You will assist in risk management processes, complete regulatory procedures, and ensure timely, accurate execution of account openings, trades, and money movements within a fast-paced Wealth Management environment.