J.P. Morgan Wealth Management - Private Client Investment Associate - Saint Charles, IL

JPMorganChase J.P. Morgan Wealth Management - Private Client Investment Associate - Saint Charles, IL An Hour AgoSaved Hybrid St. Charles, IL, USA Entry level Entry levelFinancial ServicesProvides operational, administrative, and client service support to Private Client Advisors. Responsibilities include opening accounts, processing money movement and investment trades, resolving client requests, preparing performance reports, supporting wealth planning and relationship management, generating referrals, completing Know Your Customer and account reviews, managing compliance documentation, and meeting daily deadlines.