U.S. Private Bank - Investment Professional - Senior Associate
JPMorgan Chase · Boston
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- Company
- JPMorgan Chase
- Location
- Boston
- Posted
- October 8, 2026
About this job
Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelor’s Degree required One plus years of industry related experience Exceptional follow-up and follow-through skills PowerPoint and Excel expertise Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and…
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