Asset Management - Shareholder Services - Analyst

Description

If you are a collaborative team member, solutions orientated and deliver premier client service, J.P. Morgan is the place for you!

As a Shareholder Services Analyst within Asset Management Client Service, you will be responsible for delivering high quality service and support to financial advisors and investors of J.P. Morgan Funds. You 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, you will have the opportunity to develop a challenging career in the Investment Management and Financial Services industry.

The Asset Management Client Service division manages over 1800 clients across Institutional, Sub Advisory, and Alternatives sectors, focusing on maintaining client relationships and expanding market reach to achieve business goals. The team collaborates with Sales, Investments, Technology, Legal, and Operations to enhance processes and drive change.

Job Responsibilities

Participate in problem resolution for client accounts

Process trades and information requests for clients

Educate clients about JPMorgan products and value add resources

Work towards and obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses

Required qualifications, capabilities and skills

Possess high energy, a great attitude and exceptional service skills

Bachelor's Degree or equivalent client service experience

Industry knowledge

Strong written and oral communication skills

Relationship building and problem solving skills

Attention to detail

Obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses within 120 days of starting in position