Are you looking to join a team that upholds a culture of excellence and delivers top-tier managed product offerings across diverse platforms and clients? As a Trade Support Associate, you will serve as a key liaison between third-party portfolio managers, Financial Advisors, Business, Operations, and Technology, providing essential front-line support for our partners.
Key Responsibilities:
- Supporting third party portfolio managers in the day-to-day aspects of the trade lifecycle.
- Resolving phone and e-mail inquiries regarding trading, data quality issues, application usage, and other miscellaneous items.
- Collaborate with Product Owners to resolve system defects.
- Gather, analyze, synthesize, and interpret large data and information, drawing conclusions and making recommendations for process enhancements.
- Serve as a 1st point of contact for internal and external partners.
- Assist in identifying and mitigating business risks.
- Support audit, regulatory, and compliance deliverables.
- Support ongoing procedure and process analysis to account for changes to the flow.
Want more jobs like this?
Get jobs delivered to your inbox every week.
Required Qualifications:
- 3+ years of experience in the wealth management/asset management industry or in a support role.
- Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint) and ability to learn proprietary software
- Highly disciplined self-starter with ability to execute on assignments independently
- Team player who demonstrates strong work ethic and consistently exhibits a high level of professionalism
- Attention to detail with superior written, verbal, and problem solving skills
- Excellent organizational and time management skills
- Strong capacity for operating in a flexible, fast-paced, dynamic environment where creative and strategic thinking is required
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.