SMA Onboarding & Client Success Specialist

Testing Site - JPMC; Columbus (OH); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in Columbus is seeking a Client Account Specialist to support Tax Smart SMAs by facilitating new account setup, recording attributes in internal systems, and coordinating with Financial Advisors for accurate and timely implementations.

You will monitor intermediary submissions, update account details, and collaborate with client service and operations to ensure smooth hand-offs and robust controls.

Qualifications

• 1–3 years’ experience in Asset Management or Asset Management Operations/Client Service areas.
• Experience in retail SMA client service or operations is a plus.
• Expertise with Excel (pivot tables, formulas, etc.)
• Expertise in PowerPoint: creating slides / charts and editing presentations.
• Strong communication skills (written and oral).
• Demonstrate ability to multi-task and re-prioritize daily tasks.

Responsibilities

• Daily monitoring of new account submissions from Intermediaries.
• Record new account attributes (advisor details, strategy, client customization) accurately in internal systems.
• Communicate with stakeholders to ensure smooth hand-offs and timely resolutions.
• Support updates to account attributes based on requests from Financial Advisors.
• Leverage digital platform to produce tax transition reports on demand.
• Provide MIS reporting and regulatory mailings support as needed.
• Create internal presentations to update on business/projects.
• Prioritize workload and meet tight deadlines with attention to detail.
• Collaborate with internal teams to maintain strong controls and data integrity.

Skills

Excel pivot tables

PowerPoint

Strong communication

Multi-tasking

Attention to detail

Tools

Excel

PowerPoint

Job description

JPMorgan Chase & Co. in Columbus is seeking a Client Account Specialist to support Tax Smart SMAs by facilitating new account setup, recording attributes in internal systems, and coordinating with Financial Advisors for accurate and timely implementations.

You will monitor intermediary submissions, update account details, and collaborate with client service and operations to ensure smooth hand-offs and robust controls.