Asset Management: Shareholder Services Specialist

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

Benefits offered by this job

Health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase in Columbus, OH seeks a Shareholder Services Analyst within Asset Management Client Service. You will deliver high-quality service to financial advisors and investors, participate in comprehensive training on mutual funds and 529 plans, and support onboarding of shareholder accounts.

You will join a global asset management team focused on client experience, risk-aware processes, and collaboration with Sales, Investments, Legal and Operations to drive growth.

Qualifications

• Bachelor's Degree or equivalent client service experience.
• FINRA SIE, Series 6 and Series 63 licenses required; unlicensed candidates considered, but must obtain licenses within 120 days of start date.
• Strong written and oral communication skills.
• Relationship building and problem-solving skills.
• Attention to detail.

Responsibilities

• Provide problem resolution and onboarding support for shareholder accounts.
• Process trades, fulfill information requests and create tailored client solutions.
• Educate clients about JPMorgan products, retirement accounts, and education savings.
• Obtain required securities licenses (SIE, Series 6, Series 63).

Skills

Customer service

Communication skills

Problem solving

Attention to detail

Industry knowledge

Education

Bachelor's degree or equivalent client service experience

Tools

SIE license

Series 6

Series 63

Job description

JPMorgan Chase in Columbus, OH seeks a Shareholder Services Analyst within Asset Management Client Service. You will deliver high-quality service to financial advisors and investors, participate in comprehensive training on mutual funds and 529 plans, and support onboarding of shareholder accounts.

You will join a global asset management team focused on client experience, risk-aware processes, and collaboration with Sales, Investments, Legal and Operations to drive growth.