Asset Management - Shareholder Services - Analyst

Fairygodboss; Columbus (OH); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in Columbus, OH is seeking a Shareholder Services Analyst within Asset Management Client Service. The role delivers high-quality service to financial advisors and investors, participates in a comprehensive training program, and supports mutual funds and 529 plans.

You will work with a global asset management team to enhance client experience and processes. The position emphasizes licenses within 120 days of start, strong communication, and relationship-building skills, with

Qualifications

• FINRA SIE, Series 6 and Series 63 licenses required; unlicensed candidates considered, but must obtain licenses within 120 days of start date.
• 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.

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

High energy & service focus

Strong communication

Relationship building

Problem solving

Attention to detail

Education

Bachelor's Degree or equivalent client service experience

Tools

FINRA Series 6 License

FINRA Series 63 License

FINRA SIE

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, you will 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 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 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
• 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

ABOUT US

JPMorganChase, 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, paid in the form of cash and/or forfeitable equity, 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, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.