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Wealth Management Client Relations & Ops Associate

Job in Wheeling, Ohio County, West Virginia, 26003, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services, Banking & Finance, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm seeks a Private Client Investment Associate to provide exceptional client service and operational support. This role involves managing operational requests for account openings, money movements, and investment trades while ensuring compliance and risk management. The ideal candidate will possess relevant licenses, with an emphasis on building client relationships and supporting financial goals. The firm offers competitive compensation and comprehensive benefits to foster employee success.
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Position Requirements
10+ Years work experience
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