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Private Client Wealth Operations Associate

Job in Westerville, Delaware County, Ohio, 43082, USA
Listing for: Fairygodboss
Full Time position
Listed on 2026-05-31
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
Location: Westerville

Fairygodboss is seeking a Private Client Investment Associate in Westerville, Ohio. You will provide operational, marketing, and administrative support to our Private Client Advisors within JPMorgan Wealth Management. The role involves managing client relationships and participating in ongoing wealth planning.

As a vital part of the team, you will handle operational requests, risk management, and ensure compliance with company procedures, all while fostering a collaborative team culture.

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Position Requirements
10+ Years work experience
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