J.P. Morgan Wealth Management - Private Client Investment Associate - Grosse Pointe Farms, 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 referral management. Conduct account reviews and prepare performance reports while actively engaging in Risk Management procedures such as Know Your Customer protocols. Prioritize daily tasks, track progress, and meet deadlines while complying with regulatory requirements and business unit operational procedures.