Private Client Wealth Associate: Investments & Service
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-05-09
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-05-09
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
JPMorgan Chase & Co. seeks a Private Client Investment Associate in Rochester, NY, for Wealth Management. The role involves supporting Private Client Advisors through operational requests and relationship management to enhance client satisfaction. Candidates must hold or obtain required licenses, including Series 7 and Series 66, within designated time frames, alongside excellent client service skills. This position offers a dynamic environment focused on team collaboration and client success.
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Position Requirements
10+ Years
work experience
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