20 days old

Wealth Management, Annuity / 529 Analyst

Columbus, OH 43215
  • Job Code
This role will address incoming document review requests for Annuity & 529 accounts; verify that all applicable documents are submitted by the licensed representative with emphasis on dates, signatures and funding details in order to transmit the request to the appropriate carrier. This role will also provide responses to Financial Advisors who have questions about product, process or cases written and/or follow up on pending cases.
Keyword: consumer%20banking


Posted: 2021-09-01 Expires: 2021-10-06

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.

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Wealth Management, Annuity / 529 Analyst

JPMorgan Chase & Co.
Columbus, OH 43215

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