Unknown Company

Private Banking Investment Associate

town of florida, ny • Posted 3 weeks ago
Onsite Full Time Finance

JPMorgan Chase's U.S. Private Bank is seeking a detail‑driven professional to support clients with brokerage trades, discretionary mandates and fee management.

You will collaborate with Client Advisors, monitor risk metrics, and ensure accuracy across account activity. Candidates should have Series 7 and 66 licenses or be willing to obtain them, a Bachelor's degree, at least one year of experience, and strong Excel/PowerPoint skills.

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Private Banking Investment Associate in town of florida at Unknown Company

This position is listed as full time and onsite.

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