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JPMorganChase

Private Client Wealth Advisor Support Specialist

wintersville, PA

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About this opportunity

JPMorganChase lists this Private Client Wealth Advisor Support Specialist opportunity in wintersville, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.

Job description

JPMorgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client Advisors. You will help with account openings, money movements, trades, and ongoing wealth planning for clients and referrals.

Responsibilities include maintaining client relationships, preparing performance reports, and ensuring risk management and compliance with Know Your Customer and account reviews.

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