Wealth Management: Private Client Investment Associate
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J.P. Morgan Chase in Walnut Creek, CA is seeking a Private Client Investment Associate to provide client service and operational support within Wealth Management. The role focuses on assisting Private Client Advisors with account activity, referrals and wealth planning support. Responsibilities include processing requests, preparing reports, managing risk, and ensuring regulatory compliance while supporting the team with timely execution and client satisfaction. #J-18808-Ljbffr
Vacancy posted 3 days ago
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