Wealth Management: Private Client Investment Associate

JP Morgan Chase; Columbus (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

J.P. Morgan Chase in Columbus, OH is seeking a Private Client Investment Associate within Wealth Management to deliver exceptional client service while supporting Private Client Advisors with operational tasks, account openings, money movement, and trades.

You will help deepen client relationships, assist in risk and regulatory procedures, and ensure timely completion of tasks in a fast-paced environment. The role emphasizes accuracy, teamwork, and adherence to firm standards.

Qualifications

• Strong client service skills with focus on accuracy and promptness.
• Experience supporting financial advisors and processing client requests.
• Ability to work under regulatory requirements and risk controls.

Responsibilities

• Support Advisors' book of business by processing account openings, money movements, and trades.
• Build and maintain client relationships by handling requests, resolving issues, and providing up-to-date information.
• Assist with relationship and account reviews; prepare timely performance reports.
• Actively participate in Risk Management, Know Your Customer, and account reviews.
• Support compliance and operational procedures, including forms and documentation.
• Prioritize daily work and track progress to meet deadlines.
• Maintain and foster team culture.

Skills

Client service orientation

Relationship management

Attention to detail

Time management

Job description

J.P. Morgan Chase in Columbus, OH is seeking a Private Client Investment Associate within Wealth Management to deliver exceptional client service while supporting Private Client Advisors with operational tasks, account openings, money movement, and trades.

You will help deepen client relationships, assist in risk and regulatory procedures, and ensure timely completion of tasks in a fast-paced environment. The role emphasizes accuracy, teamwork, and adherence to firm standards.