Wealth Management Client Services Associate
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-18
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
J.P. Morgan in New York is seeking a Private Client Investment Associate to support Advisors with client service and operational tasks in Wealth Management. This role involves facilitating requests, resolving client issues, and assisting with wealth planning.
The ideal candidate will hold or obtain required licenses, including Series 7 and 66, and will be responsible for enhancing client relationships through exceptional service and operational excellence.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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