Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Investment Associate - Wealth Management Ops

JPMorgan Chase & Co.

JPMorgan Chase & Co. is seeking a Private Client Investment Associate to provide exceptional client service and operational support within Wealth Management. This role involves supporting Advisors in their daily tasks, maintaining client relationships, and ensuring compliance with operational procedures. The ideal candidate must have or obtain several licenses within a stipulated period, including Series 7 and Series 66. Emphasizing strong relationship management skills, this position offers a dynamic work environment in New York. #J-18808-Ljbffr JPMorgan Chase & Co.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Client Investment Associate - Wealth Management Ops in New York, NY vacancy
  •  ...& Co. in New York City is seeking a Private Client Investment Associate to provide client service and operational...  ...assist Private Client Advisors in managing relationships and ensuring...  ...performance reporting, and assisting with wealth planning. #J-18808-Ljbffr JPMorgan... 
    Suggested

    JPMorgan Chase & Co.

    New York, NY
    3 days ago
  • JPMorgan Chase & Co. is looking for a Private Client Investment Associate in New York. This role focuses on providing exceptional client service within Wealth Management and supporting Advisors with operational marketing and administrative tasks. Candidates must hold a... 
    Suggested

    JPMorgan Chase & Co.

    New York, NY
    1 day ago
  •  ...Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION As a Private Client Investment Associate Program Manager within JPMorgan Wealth Management, you will be responsible for the strategic leadership of a team that manages the... 
    Suggested

    J.P. Morgan

    New York, NY
    22 hours ago
  • $28.85 - $39.9 per hour

    Role Overview As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will deliver exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your responsibilities include managing operational requests... 
    Suggested
    Hourly pay

    JPMorgan Chase Bank, N.A.

    New York, NY
    1 day ago
  • $28.85 - $39.9 per hour

     ...account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing...  ...assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in... 
    Suggested

    JPMorgan Chase

    New York, NY
    1 day ago
  •  ...driven by enthusiasm to help clients, take care of our employees, build...  ...and inclusion. With a broad investment product and thought leadership...  ...their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service... 

    JPMorganChase

    New York, NY
    4 days ago
  • Job Overview At J.P. Morgan Chase, we provide private client investment solutions and support to wealth management advisors. In this role, you will deliver client service, operational marketing, and administrative support to Private Client Advisors within Wealth Management... 

    JPMorganChase

    New York, NY
    1 day ago
  •  ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions...  ...Advisors and Wealth Management Client Associates help clients pursue the life they... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Brooklyn, NY
    5 days ago
  • $28.85 - $39.9 per hour

    JPMorgan Chase & Co. is hiring a Private Client Investment Associate to support financial advisors and provide client service in Somerset and Warren...  ...license and involves operational support, relationship management, and risk procedures. Ideal candidates will excel in... 
    Hourly pay

    JPMorgan Chase & Co.

    New York, NY
    7 hours ago
  • JPMorgan Chase seeks a Private Client Investment Associate to provide exceptional client service, operational support, and administrative assistance to Private Client Advisors. This role requires managing client relationships and ensuring compliance with operational requirements... 

    JPMorganChase

    New York, NY
    4 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Investment Associate in New York to deliver exceptional client service and operational support. You will manage operational requests and assist Advisors in building client relationships while ensuring compliance with Risk... 

    JPMorgan Chase & Co.

    New York, NY
    3 days ago
  • $105k - $175k

    Macquarie Global Services in New York is seeking an Associate in Alternatives Wealth Fund Management to manage financial controls and reporting for alternative investment products. The successful candidate will ensure the audit process is timely, provide accounting support... 

    Macquarie Global Services

    New York, NY
    1 day ago
  • $70k - $76k

    UBS is seeking a Client Associate in New York City to support our Private Wealth Management team. The ideal candidate will have a background in client service within finance, relevant licenses, and excellent communication skills. This full-time position offers a competitive... 
    Full time

    UBS

    New York, NY
    1 day ago
  • $34k - $90k

    Private Wealth Management Registered Client Service Associate New York, New York, United States of America May 18, 2026 $34K - $90K POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through... 
    Temporary work
    Work at office
    Local area

    Dormont Manufacturing Co

    New York, NY
    2 days ago
  •  ...Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions...  ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    1 day ago
  • $25 - $44 per hour

     ...Job Summary Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions...  ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Dormont Manufacturing Company

    New York, NY
    1 day ago
  •  ...Registered Wealth Management Client Associate NEW YORK, New York To proceed with your application, you must be at least 18 years of age....  ...leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    5 days ago
  •  ...Chris Baily is seeking a proactive Financial Advisor to provide client service support at Merrill Wealth Management. In this role, you will be the primary contact for Financial Advisors, ensuring excellent service and operational excellence in client relations. Key skills... 

    Chris Baily

    New York, NY
    3 days ago
  • $150k - $225k

    Asset & Wealth Management, Urban Investment Group, Acquisitions Associate - New York location_on New York, NY, United States Asset...  ...investments, we provide clients around the world with a dedicated...  ...nurture relationships with sponsors, private, public sector and not‑for‑... 
    Full time
    Temporary work
    Work experience placement
    Work at office

    Goldman Sachs Bank AG

    New York, NY
    3 days ago
  • $125k - $250k

     ...A career with Goldman Sachs Asset Management is an opportunity to help clients across the globe realize their potential...  ...expect to participate in exciting investment opportunities while collaborating...  ...for pension plans, sovereign wealth funds, insurance companies, endowments... 
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs Group, Inc.

    New York, NY
    2 days ago
  •  ...Titan is an award-winning wealth manager with a mission to...  ...enabling them to serve clients they historically never...  ...Vision: When we put private wealth management in every...  ...for the end-to-end investment management experience...  ..., Product/Design, Biz Ops & Strategy) to drive product... 
    Work at office

    Titan

    New York, NY
    3 days ago
  • $85k - $145k

     ...integrating financial planning, investment management, business management, tax,...  ...legally bound to act in our clients’ best interests — always.*...  ...confidence. Job Summary The Wealth Path Wealth Advisor works in...  ...firm and clients Business Ops - Strong working/core understanding... 
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer-Advisors

    New York, NY
    1 day ago
  • $100k - $120k

     ...best way to help our clients and advance our...  ...recruiting a Senior Client Associate to join our Latin America private banking team in...  .... Relationship Management Independently...  ...client relationships. Investment Execution...  ...client support role Wealth Management/Private... 
    Work at office
    Local area

    Brown Brothers Harriman

    New York, NY
    4 days ago
  • $25 - $44 per hour

    Bank of America is looking for a Client Service Associate at Merrill Wealth Management. This role involves supporting Financial Advisors and delivering high-quality service to clients, while promoting wealth-management solutions and strengthening client relationships. To... 
    Hourly pay

    Bank of America

    New York, NY
    2 days ago
  • A leading financial services firm in New York seeks a Private Client Investment Associate. The role involves delivering exceptional client service and...  ...to Private Client Advisors. Responsibilities include managing account openings and investment trades, fostering client... 

    JPMorgan Chase

    New York, NY
    1 day ago
  • Chris Baily seeks a Client Service Support position within Merrill Wealth Management in New York. This role focuses on providing exceptional client service support to Financial Advisors, ensuring timely and accurate client service, and promoting the bank's offerings. The... 

    Chris Baily

    New York, NY
    1 day ago
  • A wealth management firm is seeking a Senior Associate, Client Relationship Manager, in New York, NY. The ideal candidate will enhance client experience, provide operational support to Wealth Advisors, and manage client relationships and inquiries. The firm offers a hybrid... 

    Lido Advisors, LLC

    New York, NY
    1 day ago
  • JPMorgan Chase & Co. is seeking a Private Client Investment Associate to support Advisors through exceptional client service and efficient management of operational requests. This includes facilitating account openings, money movement, and investment trades, while adhering... 

    JPMorgan Chase & Co.

    New York, NY
    1 day ago
  •  ...This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs) at Merrill Wealth Management. Responsibilities Provide excellent client...  ...knowledge and an understanding of investment products. Has experience working with clients... 
    Seasonal work
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    17 hours ago
  • A leading financial services firm in New York is seeking a Private Client Investment Associate to support Private Client Advisors. The role focuses on delivering client service, managing operational requests, and enhancing client relationships. Ideal candidates should have... 

    J.P. Morgan

    New York, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Investment Associate - Wealth Management Ops. Be the first to apply!