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Wealth Management: Private Client Investment Associate
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-12
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant -
Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial services firm in New York is seeking a Private Client Investment Associate to provide exceptional client service and operational support. The role includes managing account openings, trades, and client relationships, along with engaging in Risk Management. The ideal candidate will require a Series 7 license and will support Advisors in enhancing client experiences. This position emphasizes teamwork and precision within a dynamic environment.
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Position Requirements
10+ Years
work experience
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