Private Client Investment Associate
JPMorganChase
Westerville, OH0–2 yrs2h agovia LinkedIn
Posted 13 Nov 2026, 06:05 ET
This job at a glance
- Who can apply
- New grads and up to 2 years
- Must know
- Customer serviceMarketingLead generation
- Work
- On-site in Westerville
- Pay
- Not stated by the employer.
- Skill demand
- Customer service47%Marketing15%Lead generation5%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 13, 2026 · still open
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About the Role
This is a role at J.P. Morgan Wealth Management, specifically as a Private Client Investment Associate in Westerville, OH. The position focuses on providing client service, operational marketing, and administrative support to Private Client Advisors. You will be at the forefront of representing the brand and interacting with clients to offer investment solutions.
Key Responsibilities
- Support Advisors' book of business by facilitating accurate and timely operational requests, including account opening, money movement, and investment trades.
- Assist Advisors in building and maintaining client relationships by processing requests, resolving issues, and providing up-to-date information.
- Aid Advisors with ongoing wealth planning, referral source management, and new lead generation.
- Manage relationship and account reviews, promoting firm services to deepen client relationships.
- Prepare timely and accurate performance reports.
- Actively engage in Risk Management, including Know Your Customer procedures, Account Reviews, and Inquiries.
- Support business unit operational procedures and compliance requirements, such as completing required operational forms and documentation.
- Prioritize daily work, track progress for current work, and consistently meet deadlines.
- Maintain and foster a positive team environment.
Requirements & Tech Stack
- Series 7 license (required or obtainable within 120 days of employment).
- If registered after October 1, 2018, a valid and active Securities Industry Essential (SIE) exam is required.
- Series 66 (63/65) and Life and Health Insurance license must be obtained within 120 days of starting in the role.
Qualifications
- Ability to deliver exceptional client service, operational marketing, and administrative support.
- Proficiency in efficiently managing operational requests with precision and promptness.
- Skill in aiding Advisors to foster and preserve client relationships.
- Capability in conducting account reviews and advocating firm services.
- Active participation in Risk Management procedures.
- Aptitude for supporting operational processes and complying with regulatory requirements.
- Strong ability to prioritize daily tasks, track progress, and consistently meet deadlines.
- Commitment to fostering and maintaining a positive team environment.