19 days old

Asset Management, Client Service, Shareholder Services - Analyst

JPMorgan Chase & Co.
Columbus, OH 43215
  • Job Code

Asset Management, Client Service, Shareholder Services - Analyst

Req #: 190074041
Location: Columbus, OH, US
Job Category: Asset Management
Potential Referral Amount: 1500 US Dollar (USD)
J.P. Morgan Chase & Co.

J.P. Morgan Chase & Co. is a leading global financial services firm with assets of more than $2.8 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 Overview

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.

Asset Management

J.P. Morgan 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.

Position Summary

As a Shareholder Services Analyst, you will be responsible for delivering high quality service and support to financial advisors and investors of J.P. Morgan Funds. Analyst tasks include problem resolution, processing trades, information requests, and educating clients about JPMorgan products and value add resources. Analysts will work towards obtaining the Series 6 & 63 securities licenses and 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, high performing individuals will have the opportunity to develop a challenging career in the Investment Management and Financial Services industry.

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.

Required Qualifications
  • Bachelor's Degree 
  • Industry knowledge preferred 
  • Strong written and oral communication skills
  • Relationship building skills
  • Problem solving skills
  • Attention to detail
  • Obtain SIE, Series 6 & 63 securities licenses within 90 days

Keyword: consumer%20banking


Posted: 2019-11-18 Expires: 2019-12-18

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Asset Management, Client Service, Shareholder Services - Analyst

JPMorgan Chase & Co.
Columbus, OH 43215

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