JPMorgan Chase
UHNW Wealth Client Services Associate
JPMorgan Chase, Palo Alto, California, United States, 94306
A leading global financial institution is seeking a Client Associate to deliver exceptional wealth management services to ultra-high net worth clients. This role involves owning client onboarding, providing investment recommendations, and performing operational duties that support Financial Advisors. The successful candidate will hold at least a Bachelor's degree and series licenses, demonstrating a proactive and professional approach to client communication. Embrace a fast-paced environment with opportunities for career growth.
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