Private Client Wealth Associate: Client Solutions & Ops
Job in
Corona, Riverside County, California, 92878, USA
Listed on 2026-06-20
Listing for:
Chase
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Chase is hiring a Private Client Investment Associate in California. The role focuses on client service, operational support, and assisting Private Client Advisors in Wealth Management. Candidates need to support account management while maintaining compliance and fostering team dynamics.
Applicants are required to obtain several licenses within specified time frames, including Series 7 and Series 66. The company emphasizes diversity and equal opportunity, making it a welcoming workplace.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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