15 days old

JPMorgan Chase & Co.
Plano, TX 75074
  • Job Code

Wealth Management - Client Operations, Digital Wealth Management - Middle Office Operations Specialist, Analyst

Job Description

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.


J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Our Team
This position is part of the Wealth Management Organization in support of the Digital Wealth Management offering, which aims to create a fully-integrated digital experience for Investment clients across the wealth continuum.
As a Digital Wealth Management - Middle Office Operations Specialist, your responsibilities may include, but are not limited to:
Asset Servicing; assist with service inquiries related to:
  • Asset Transfers, Receive & Deliver (Full/Partial Automated Customer Account Transfer Service "ACATS" as well as Non-ACAT requests, Free Receives/Delivers, Direct Registration System "DRS", Deposit or Withdrawal at Custodian "DWAC", Account to account transfers)
  • Cash Movement (Automated Clearing House "ACH", Fed wire, Check deposits, Check issuance)
  • Retirement Plan Processing (Contributions, Distributions, Rollovers, Service inquiries)
  • Trade Support (Corrections, Order inquires, trade exception resolution, margin, credit risk)
  • Margin Support
  • Cost Basis updates/Tax related inquiries
  • Dividend/Corporate Action inquiries
  • Resolving forms/Not-In-Good-Order issues
Research & Resolution
  • Own & resolve escalated customer issues assigned to the department, through research and resolution interfacing with our various departmental clearing company partners 
  • Interface with Digital Wealth Management customers via telephone and/or Messaging applications to resolve client inquiries and/or account related issues
  • Assist with departmental metrics development and distribution
  • Assist with projects & initiatives to improve the departmental and Digital Wealth Management support model, service offerings and platform support
Client/Customer Experience
  • Assist Clients with escalated issue resolution, event alert notifications and general service inquiries
  • Serve as an informational resource for department peers, department managers and internal business partners as required
Risk & Controls
  • Consistently follow Compliance approved procedures, controls and protocols; with a focus on detail and accuracy
  • Bachelor's degree or equivalent in Business Administration, Finance, Economics, Accounting or a related field
  • 3-5 years of experience in financial services, preferably in investment related roles, with a focus on customer service and support preferred
  • General knowledge of brokerage industry regulatory requirements
  • Self starter with a high sense of urgency and professionalism who has  demonstrated the ability to handle multiple concurrent issues within strict time frames
  • Must hold or obtain FINRA Series 7 within 90 days
  • Series 24 preferred
  • Strong analytical skills with a close attention to detail, demonstrating a focus on continuous process improvement
  • Ability to present a professional image and demeanor to internal/external customers and team members
  • Ability to communicate effectively, both orally and in writing, with internal and external customers
  • Strong organizational skills
  • Accelerated skills in Microsoft Office, particularly advanced Excel proficiency preferred
  • Prior experience with Chase Wealth Management Brokerage line of business applications a plus
*Department is open through the following hours; Monday-Friday 7 AM – 8 PM EST and Saturday 8 AM – 6 PM EST.

Schedule: Monday - Friday 11am EST to 8pm EST
Req #: 200022937_2
Location: Plano, TX US
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

Keyword: consumer%20banking


Posted: 2020-05-11 Expires: 2020-06-10

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JPMorgan Chase & Co.
Plano, TX 75074

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