Wealth Advisory Associate: Trust & Client Support
Job in
Worcester, Worcester County, Massachusetts, 01609, USA
Listed on 2026-08-31
Listing for:
Next Frontier Capital
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
J.P. Morgan’s International Wealth Advisory group seeks an Associate to support the Wealth Advisory team and clients of the Private Bank. This role collaborates with Wealth Advisors, bankers, and fiduciary teams to manage trust structures and client materials.
The associate will prepare client-ready presentations, track metrics, and assist with events and onboarding processes, ensuring policy compliance and cross-functional coordination. Strong organization and independence are essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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