Asset Management - Global Liquidity Client Account Analyst

JPMorgan Chase & Co. • Columbus, OH

22h

About The Position

As a Global Liquidity Client Account Analyst, you will be responsible for delivering high quality service and support to Global Liquidity financial intermediaries and corporate investors. Analyst tasks include cash flow monitoring, trade processing, settlement and reconciliation, client request processing, problem resolution, information requests, and any other duties in support of ongoing maintenance of client accounts. In fulfilling these client facing responsibilities, you will be expected to operate independently and exercise sound judgement in troubleshooting issues and escalating problems to Client Account Managers as needed.   By being a part of one of the largest and most respected Asset Managers, high performing individuals will have the opportunity to develop a challenging career in the Investment Management and Financial Services industry.

Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.

Possessing high energy, a great attitude and exceptional service skills is imperative for this role and is the foundation for building successful relationships with financial advisors and investors.

Requirements

• Bachelor's Degree
• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Strong written and oral communication skills
• Relationship building skills
• Problem solving skills
• Attention to detail

Responsibilities

• Monitor cash flow reports, accept and process client transactions, settlements and reconciliations
• Assist with access and troubleshooting matters related to online Trading and Account Management platform
• Assist with client request processing, problem resolution, information requests, and any other duties to support maintenance of client accounts
• Operate independently and exercise sound judgement in troubleshooting issues and escalating problems to Client Account Managers as needed

Benefits

• We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
• We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level