30 days old

Wealth Management, Cash Processing, Associate

JPMorgan Chase & Co.
Newark, DE 19711
  • Job Code

Wealth Management, Cash Processing, Associate

Req #: 190070123
Location: Newark, DE, US
Job Category: Wealth Management
Potential Referral Amount: US Dollar (USD)


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
Cash Operations is a team dedicated to servicing all of the client needs from transaction processing through investigations support. Individual is responsible for daily workflow, problem resolution and internal and external customer issue resolution or escalation. Individual has interaction with domestic and international team members. Individual has frequent interaction with front office personnel, operations regarding account administration and problem resolution.

The position is responsible for leading various projects and Initiatives throughout Cash operations. In addition this role will assist managing day-to-day activities of transaction processing for Private Bank Institutional and individual Clients. Incumbent is responsible for ensuring quality standards, department goals and objectives are met and our published service level standards are maintained across all teams globally. In addition, this position will be required to work through 6:00 est. in order to accommodate the Fed shut down.

Maintain MIS
• Analyses information to determine accuracy and completeness of the data
• Complete daily/monthly MIS for management review. This MIS will include operator stats for volume and quality. 

Risk and Compliance
• Accountable for Operation Risk Management including support of CSA process and error and defect identification and remediation.

Vendor Management
• Participate in technology and system issue identification and work on system and vender enhancement to improve efficiencies.

Responsibilities include understanding of money movement systems including PBIS and CPI. Individual will manage the queues in CPI , manage Uploads and TE file processes and assure process SLA’s are maintained. Participation on projects and committees to accomplish specific organizational objectives will occur. Hire will participate in process improvement on-going activities through contributing to the success of the projects throughout the phases of the project's life cycle. Incumbent will be to have the ability to draft professional written and verbal communications.




  • 2-4 years Transaction Processing experience
  • 5 years experience in financial operations
  • 5 years experience managing a team
  • Bachelor's Degree or equivalent work experience
  • Previous Management experience
  • Multi-tasking skills 
  • Issue resolution
  • Organizational skills 
  • Excellent written and oral communication
  • Problem solving skills
  • Proficient in MS Office suite of programs
  • Time management 
  • Analytical skills
  • Series 99 FINRA License Required within prescribed timeframes

Keyword: consumer%20banking


Posted: 2019-11-15 Expires: 2019-12-15

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Wealth Management, Cash Processing, Associate

JPMorgan Chase & Co.
Newark, DE 19711

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