Impactful Shareholder Services Analyst — Asset Management

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

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