Private Client Wealth Operations Associate

Aumni; Fort Worth (TX); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. seeks a skilled professional to support Private Client Advisors in Fort Worth, TX. You will handle client requests, assist with wealth planning, and help manage referrals while maintaining strong relationships and ensuring compliance.

The role emphasizes accurate processing, timely responses, and collaboration with the advisory team to enhance client satisfaction and retention.

Qualifications

• Ability to build and maintain client relationships and provide timely information.
• Strong understanding of regulatory requirements and risk controls.
• Capable of supporting wealth planning and referral activities.

Responsibilities

• Support Advisors’ book of business with account openings, money movements and trades.
• Build and maintain client relationships; assist with wealth planning and lead generation.
• Assist in relationship reviews and prepare performance reports to deepen client relationships.
• Engage in Risk Management including Know Your Customer procedures and account reviews.
• Support operational procedures and compliance through documentation and forms.
• Prioritize daily tasks, track progress and meet deadlines.
• Maintain and foster a positive team culture.

Skills

Client relationship management

Regulatory awareness

Risk management

Education

Series 7 license

SIE exam

Series 66 (63/65) & Life & Health Insurance license

Job description

JPMorgan Chase & Co. seeks a skilled professional to support Private Client Advisors in Fort Worth, TX. You will handle client requests, assist with wealth planning, and help manage referrals while maintaining strong relationships and ensuring compliance.

The role emphasizes accurate processing, timely responses, and collaboration with the advisory team to enhance client satisfaction and retention.