J.P. Morgan Wealth Management - Private Client Investment Associate - Detroit, MI

Facilitate accurate and timely operational requests including account openings, money movements, and investment trades for Private Client Advisors. Build and maintain client relationships by resolving issues, providing up-to-date information, and assisting with ongoing wealth planning and lead generation. Manage relationship and account reviews while preparing performance reports and actively engaging in Risk Management procedures such as Know Your Customer checks. Support business unit operational procedures and compliance requirements by completing necessary forms and documentation. Prioritize daily tasks, track progress, and consistently meet deadlines while fostering a positive team culture.