Asset Management - Shareholder Services - Analyst

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Asset Management is seeking a Shareholder Services Analyst within Asset Management Client Service to deliver high-quality service to financial advisors and investors of JPMorgan Funds. You will participate in a comprehensive training program covering mutual funds and 529 plans, developing a career in investment management and financial services.

Responsibilities include onboarding and resolving issues for shareholder accounts, processing trades, educating clients about JPMorgan

Qualifications

• FINRA SIE, Series 6 and Series 63 licenses required; must obtain within 120 days if unlicensed.
• Bachelor's Degree or equivalent client service experience.
• Strong written and oral communication skills.
• Industry knowledge and relationship-building skills.
• Attention to detail.

Responsibilities

• Problem resolution and onboarding support for shareholder accounts
• Process trades, fulfill information requests, and create unique customer solutions
• Educate clients about JPMorgan products, retirement accounts, and education savings
• Obtain the Securities Industry Essentials, Series 6 and Series 63 licenses

Skills

Customer service

Communication skills

Attention to detail

Problem-solving

Relationship building

Positive attitude

Education

Bachelor's Degree or equivalent client service experience

Job description

If you are a collaborative team player, solutions-oriented, and committed to delivering 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, youwill have the opportunity to develop a challenging career in the Investment Management and Financial Services industry.

JPMorgan Asset Management is a global investment manager within JPMorganChase, partnering with institutional, intermediary, and individual clients to deliver traditional and alternative investment solutions. We combine market insight, disciplined risk management, and a strong stewardship culture, working closely with Sales, Investments, Technology, Legal, and Operations to enhance client experience, improve processes, and support growth.

Job Responsibilities

• Problem resolution and onboarding supportfor shareholder accounts
• Process trades, fulfill information requests, and create unique customer solutions
• Educate clients about JPMorgan products, retirement accounts, and education savings
• Obtain the Securities Industry Essentials, Series 6 and Series 63 securities licenses

Required qualifications, capabilities and skills

• FINRA Securities Industry Essentials, Series 6 and Series 63 licenses required; unlicensed candidates considered, but required to obtain licenses within 120 days of start date
• Possesshigh 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-solvingskills
• Attention to detail