Wealth Management Client Services & Operations Associate
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Financial Services, Banking & Finance
J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client Advisors.
The role includes handling account openings, money movement, and trades, while supporting ongoing wealth planning and referral management. Responsibilities cover client relationship development, performance reporting, risk management, and compliance with Know Your Customer procedures.
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This posting is for the Wealth Management Client Services & Operations Associate role at Aumni, based in Paramus, NJ, United States.
We are looking to fill the Wealth Management Client Services & Operations Associate position at Aumni in Paramus, NJ, United States.
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