Please refer to our ReEntry Overview page for further information regarding the Program.

As a Client Service Associate supporting our Customized Managed Account Solutions business, you will partner with Investment teams, operations, trade implementation, and sales distribution to provide best in class service to all of our clients. Additionally, you will execute on key strategic projects to enhance our SMA overall efficiency in our client service business processes.

Job Responsibilites

• Complete account set up and data entry tasks in order to onboard client accounts and process ongoing activity in a timely manner
• Provide reporting support for Financial Advisors looking to run transitional analysis on their account fundings
• Provide business support to cross functional teams that service the business including fee billing, operations, and consultant database teams
• Address ongoing inquiries from Financial Advisors onboarding clients into our SMA
• Coordinate required regulatory client mailings
• Establish and foster relationships across product partners including investment specialists and portfolio managers
• Create and manage internal presentations to provide business/project updates
• Provide oversight on business MIS reporting needs
• Interact and communicate confidently and effectively with external clients and internal stakeholders, displaying a strong knowledge of our internal processes and operating models across intermediary relationships and product types
• Have a strong controls mindset adhering to internal procedures to achieve process consistency
• Prioritize work, meet tight deadlines, and possess strong attention to detail
• Utilize qualitative and quantitative tools to analyze, synthesize and interpret information
• Work successfully and efficiently in a team-based environment
• Utilize judgment and discretion when working with highly confidential information
• Adapt to and drive change to improve the client experience and operational efficiency

Required qualifications, capabilities and skills

• 4 years' experience with exposure/involvement in one or more of the various Asset Management businesses or Asset Management Operations/Client Service areas
• Experience in retail SMA client service or operations a plus
• Project management or process improvement skills/experience
• Expertise with Excel (e.g., managing large amounts of data, complex data manipulation using pivot tables, formulas, etc.)
• Expertise in PowerPoint: creating slides / charts and editing presentations for senior meetings
• Strong analytical skills
• Strong communication skills (written and oral) with ability to deliver messages clearly and succinctly
• Demonstrate ability to multi-task and re-prioritize daily tasks

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.