Company: JPMorgan Chase

Location: Orlando, FL

Expected salary:

Job date: Thu, 27 Feb 2025 04:36:23 GMT

Job description: The Private Client Associate provides essential operational marketing and administrative support to Private Client Advisors within the Wealth Management department. Responsibilities include coordinating client meetings, managing client communications, preparing presentations and reports, conducting market research, updating client account information, and assisting with various administrative tasks to ensure smooth client interactions and efficient operations. This role requires strong organizational skills, attention to detail, excellent communication abilities, and a proactive approach to supporting the team in serving high-net-worth clients and growing business opportunities.