AWM Managed Account Trade Support

JPMorganChase • Newark, NJ

2d

About The Position

Are you looking to join a team that upholds a culture of excellence and delivers top-tier managed product offerings across diverse platforms and clients? As a Trade Support Associate, you will play a vital role in supporting our diverse partners—including third-party portfolio managers, Financial Advisors, Business, Operations, and Technology—by providing essential front-line support related to trade booking and settlement. Key Responsibilities: Partner with third-party portfolio managers to support daily trade lifecycle activities. Address phone and email inquiries related to trading, data quality, application usage, and other topics, ensuring clear and supportive communication. Collaborate with Product Owners to resolve system issues and drive improvements. Gather, analyze, and interpret large sets of data and information to draw insights and recommend process enhancements. Serve as the first point of contact for internal and external partners, building strong relationships and trust. Identify and mitigate business risks to contribute to a safe and effective work environment. Support audit, regulatory, and compliance deliverables with attention to detail and integrity. Contribute to ongoing procedure and process analysis to help shape and improve workflows.

Requirements

• Demonstrate 3+ years of experience in wealth management, asset management, or a support role.
• Exhibit proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and a willingness to learn new software.
• Show self-motivation and discipline, with the ability to work independently and take initiative.
• Collaborate effectively as a team player, demonstrating a strong work ethic and professionalism.
• Apply excellent attention to detail, with strong written, verbal, and problem-solving skills.
• Display outstanding organizational and time management abilities.
• Adapt and thrive in a fast-paced, dynamic environment where creative and strategic thinking are valued.

Nice To Haves

• Demonstrate experience supporting trade booking and settlement processes.
• Apply knowledge of audit, regulatory, and compliance requirements within financial services.
• Utilize advanced data analysis skills to drive process improvements.
• Exhibit experience building relationships with diverse partners, including Financial Advisors, Business, Operations, and Technology teams.
• Embrace opportunities to contribute to change management and workflow optimization initiatives.

Responsibilities

• Partner with third-party portfolio managers to support daily trade lifecycle activities.
• Address phone and email inquiries related to trading, data quality, application usage, and other topics, ensuring clear and supportive communication.
• Collaborate with Product Owners to resolve system issues and drive improvements.
• Gather, analyze, and interpret large sets of data and information to draw insights and recommend process enhancements.
• Serve as the first point of contact for internal and external partners, building strong relationships and trust.
• Identify and mitigate business risks to contribute to a safe and effective work environment.
• Support audit, regulatory, and compliance deliverables with attention to detail and integrity.
• Contribute to ongoing procedure and process analysis to help shape and improve workflows.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees