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
#J-18808-LjbffrPrivate Bank Investment Associate in boston at Unknown Company
This position is listed as full time and onsite.