Wealth Management Client Relations & Operations Associate
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-22
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
-
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 support to their Private Client Advisors. This role involves managing operational requests, fostering client relationships, and ensuring compliance with Risk Management procedures. Ideal candidates will have the required Series licenses and demonstrate strong operational capabilities in a fast-paced environment, making significant contributions towards team and client success.
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Position Requirements
10+ Years
work experience
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