Private Client Wealth Operations & Relationships Associate

Aumni; Westerville (OH); On-site; USD 85,000 - 110,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Investment Associate to support the Wealth Management team within Consumer Banking. You will handle operational requests, nurture client relationships, and contribute to ongoing wealth planning while aligning with firm risk and compliance standards.

The role requires licensing and collaboration with Private Client Advisors to deliver services, with an emphasis on accuracy, deadlines, and client satisfaction in a dynamic environment.

Qualifications

• Active securities licenses are required or must be obtained prior to start.
• Experience supporting financial advisors and wealth planning is valuable.
• Familiarity with Know Your Customer and regulatory procedures is preferred.

Responsibilities

• Support Advisors by processing operational requests and maintaining client relations.
• Assist with wealth planning and referral source management to grow book of business.
• Prepare performance reports and participate in account reviews with timely updates.
• Engage in risk management and complete Know Your Customer procedures and inquiries.
• Ensure compliance with operational forms and documentation; uphold firm procedures.
• Prioritize daily work and help sustain a collaborative team culture.

Skills

Client service

Relationship mgmt

Risk management

Compliance

Time management

Job description

JPMorgan Chase is seeking a Private Client Investment Associate to support the Wealth Management team within Consumer Banking. You will handle operational requests, nurture client relationships, and contribute to ongoing wealth planning while aligning with firm risk and compliance standards.

The role requires licensing and collaboration with Private Client Advisors to deliver services, with an emphasis on accuracy, deadlines, and client satisfaction in a dynamic environment.