J.P. Morgan Wealth Management - Private Client Investment Associate - Austin & Houston, TX

JPMorganChase J.P. Morgan Wealth Management - Private Client Investment Associate - Austin & Houston, TX 30 Minutes AgoSaved Hybrid 2 Locations Entry level Entry levelFinancial ServicesProvides client service, operational, marketing, and administrative support to Private Client Advisors. Responsibilities include account opening, money movement, investment trades, client relationship management, issue resolution, wealth-planning support, referral and lead generation, account reviews, performance reporting, risk management, Know Your Customer procedures, and compliance documentation. The role requires maintaining accurate records, meeting deadlines, and supporting strong team culture.