Unknown Company

Private Bank Investment Associate

boston, ma • Posted 2 weeks ago
Onsite Full Time Finance

JPMorgan Chase & Co. in Boston seeks an Investment Professional to support investors in managing client relationships within U.S. Private Bank.

You will coordinate with a team across markets to deliver first-class client service while handling brokerage trades and discretionary mandates. Key duties include risk monitoring, fee and billing oversight, and documenting client activity. The ideal candidate has 1–2 years in finance, Series 7/66 and insurance licenses or intent to obtain them within 90

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Private Bank Investment Associate in boston at Unknown Company

This position is listed as full time and onsite.

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