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Private Client Wealth Ops & Planning Associate
Job in
Westerville, Delaware County, Ohio, 43082, USA
Listed on 2026-01-16
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Banking & Finance
Job Description & How to Apply Below
A leading financial institution in Westerville, Ohio, is seeking a Private Client Investment Associate to provide operational, marketing, and administrative support. The role focuses on client relationship management, handling operational requests, and promoting compliance with procedures. Candidates must hold a valid Series 7 license, and those registered after October 1, 2018, need a valid Securities Industry Essential (SIE) exam. This position emphasizes fostering client relationships, risk management, and teamwork within a dynamic banking environment.
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Position Requirements
10+ Years
work experience
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