Wealth Management — Private Client Associate

Testing Site - JPMC; Redwood City (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management in California. The role provides client service, operational support for Private Client Advisors, and participates in wealth planning activities to strengthen client relationships and growth opportunities.

Responsibilities include processing account openings, money movements, and trades, supporting risk management, and helping prepare performance reports while maintaining compliance with firm procedures.

Qualifications

• Proven client service and relationship-building capabilities in a financial services setting.
• Ability to navigate regulatory and risk-management requirements within wealth management.

Responsibilities

• Support Advisors by processing operational requests: account opening, money movement, and investments trades.
• Build and maintain client relationships through processing requests and activities that support wealth planning and referrals.
• Assist in relationship/account reviews and prepare performance reports; ensure timely, accurate information.

Skills

Client service

Relationship building

Regulatory compliance

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management in California. The role provides client service, operational support for Private Client Advisors, and participates in wealth planning activities to strengthen client relationships and growth opportunities.

Responsibilities include processing account openings, money movements, and trades, supporting risk management, and helping prepare performance reports while maintaining compliance with firm procedures.