Job Summary:
The role within the CWM (Client Wealth Management) team is focused on managing and executing settlement instructions for CWM Brokerage accounts. This involves accurately processing client requests to add or change settlement instructions, ensuring compliance with client directives and internal policies. The role is critical in maintaining the integrity and efficiency of account operations, directly impacting client satisfaction and operational effectiveness.
Job Responsibilities:
- Process and update settlement instructions on CWM Brokerage accounts based on client requests, ensuring accuracy and timeliness.
- Manage various request types, including ACH Setup, IRA Standing Instructions, Income Payments, Systematic transactions, RMDQ, Error Documents, Estate and Annuity instructions, and JPMA ACH Setup.
- Liaise with clients to clarify instructions and ensure their requests are understood and executed correctly.
- Ensure all changes and additions are documented accurately and comply with regulatory and company standards.
- Identify and resolve any discrepancies or errors in settlement instructions promptly to minimize impact on client accounts.
- Work closely with other departments to ensure seamless processing of client requests and resolve any inter-departmental issues.
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Required qualifications, skills and capabilities:
- High level of accuracy in processing client instructions and managing account details.
- Ability to identify issues quickly and develop effective solutions to resolve them.
- Efficiently manage multiple requests and prioritize tasks to meet deadlines.
- Understanding of relevant financial regulations and compliance requirements.
- Commitment to providing excellent service and maintaining high client satisfaction.
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 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.
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.