J.P. Morgan Wealth Management - Private Client Investment Associate - Findlay, OH

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 referral source management. Manage relationship and account reviews, promote firm services, and prepare timely performance reports. Actively engage in Risk Management procedures, including Know Your Customer protocols and compliance documentation. Prioritize daily tasks, track progress, and meet deadlines while fostering a positive team culture.