Asset Management - Shareholder Services - Analyst

JPMorgan Chase & Co.•Columbus, OH

2d•Onsite

About The Position

As a Shareholder Services Analyst within Asset Management Client Service, you will be responsible for delivering high quality service and support to financial advisors and investors of J.P. Morgan Funds. You will participate in a thorough training program covering all service and technical aspects of mutual funds and 529 college savings plans. By being a part of one of the largest and most respected Asset Managers, you will have the opportunity to develop a challenging career in the Investment Management and Financial Services industry. JPMorgan Asset Management is a global investment manager within JPMorganChase, partnering with institutional, intermediary, and individual clients to deliver traditional and alternative investment solutions. We combine market insight, disciplined risk management, and a strong stewardship culture, working closely with Sales, Investments, Technology, Legal, and Operations to enhance client experience, improve processes, and support growth.

Requirements

FINRA Securities Industry Essentials, Series 6 and Series 63 licenses required; unlicensed candidates considered, but required to obtain licenses within 120 days of start date
Possess high energy, a great attitude and exceptional service skills
Bachelor's Degree or equivalent client service experience
Industry knowledge
Strong written and oral communication skills
Relationship building and problem-solving skills
Attention to detail

Responsibilities

Problem resolution and onboarding support for shareholder accounts
Process trades, fulfill information requests, and create unique customer solutions
Educate clients about JPMorgan products, retirement accounts, and education savings
Obtain the Securities Industry Essentials, Series 6 and Series 63 securities licenses