Asset Management Client Advisory & Sales Analyst

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Financial Advisor Services Analyst in Columbus, OH. The role focuses on prospecting new business, building client relationships, and educating clients about JPMorgan Funds products and services.

You will support Advisors, prepare client presentations, and collaborate across teams. Responsibilities include handling inquiries, generating Portfolio Insights reports, documenting activity in Salesforce, and assisting with sales proposals.

Qualifications

• 4-year degree (BA/BS) required.
• 2+ years of financial services experience with knowledge of JPMorgan Funds products and distribution channels.
• Familiarity with JPMorgan Insights programs (Guide to the Markets, Guide to Retirement, Portfolio Insights).
• Strong verbal and written communication with stakeholders.
• Attention to detail and ability to work under pressure in a deadline-driven environment.
• Proficient in Salesforce and Microsoft Office.

Responsibilities

• Prospect, close business, build relationships and promote JPMorgan mutual funds.
• Answer incoming calls to the Funds Financial Advisor Services desk.
• Create client presentations and prep/follow-up materials for meetings.
• Assist Advisors with JPMorgan Funds website questions.
• Generate Portfolio Insights reports and document activities in Salesforce.
• Create proposals and illustrative models for key sales reps.
• Collaborate with team members and investment professionals across asset classes.

Skills

Communication (verbal & written)

Time management

Attention to detail

Adaptability

Organization

Education

Bachelor's degree (BA/BS)

Tools

Salesforce

Microsoft Office

Job description

JPMorgan Chase & Co. is seeking a Financial Advisor Services Analyst in Columbus, OH. The role focuses on prospecting new business, building client relationships, and educating clients about JPMorgan Funds products and services.

You will support Advisors, prepare client presentations, and collaborate across teams. Responsibilities include handling inquiries, generating Portfolio Insights reports, documenting activity in Salesforce, and assisting with sales proposals.