Asset Management - Shareholder Services - Analyst

The Asset Management, Client Service division is responsible for maintaining the Client Service vision, strategy and day to day management of over 1800 Asset Management clients across the Institutional, Sub Advisory, and Alternatives client businesses.

Responsible for developing, maintaining, and managing client relationships while maximizing opportunities and further penetrating target markets to achieve business goals.

The Client Service team works heavily on process improvements and driving change through collaboration across all businesses from Sales, Investments, Technology, Legal, and Operations.

A Client Service role is perfect for anyone looking to drive change and demonstrate measurable results to drive efficiency and an improved client experience.

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.

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.

Job Responsibilities


* Participate in problem resolution for client accounts


* Process trades and information requests for clients


* Educate clients about JPMorgan products and valueadd resources.


* Work towards and obtain a Series 6 & 63 securities licenses and pass the SIE exam

Required qualifications, capabilities and skills


* Possess high energy, a great attitude and exceptional service skills


* Bachelor's Degree or equivalent


* Industry knowledge


* Strong written and oral communication skills


* Relationship building and problem solving skills


* Attention to detail


* Obtain Series 6 & 63 securities licenses and pass SIE Exam within 120 days of starting in position

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Morgan and Chase brands.

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.

Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions.

We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, ba...