JPMC
The Private Client Investment Associate provides client service, operational marketing, and administrative support to Private Client Advisors within Wealth Management. This role involves facilitating account operations, building client relationships, and assisting with wealth planning and lead generation. The associate also manages relationship reviews, prepares performance reports, and ensures compliance with risk management procedures.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for JPMC.
JPMC didn’t post a salary, so this is our estimate from similar listings.
6% below the average for this role