Asset Management – Customized Managed Account Solutions – Client Account Specialist; Associate

Position: Asset Management – Customized Managed Account Solutions – Client Account Specialist (Associate)

Asset Management – Customized Managed Account Solutions – Client Account Specialist (Associate)

Join to apply for the Asset Management – Customized Managed Account Solutions – Client Account Specialist (Associate) role Academic at DVJPMorgan Chase .

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Chase. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$65,000.00/yr - $/yr

Job Description

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management.

Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operatingjong in every major world market, we offer investment experience and insight that few other firms can match.

_with a Client Account Specialist supporting our Customized Managed Account Solutions business, you will beիտասարդ responsible for facilitating new account set up processes for our Tax Smart Separately Managed Accounts (SMAs). You will interact with a range of Intermediary platforms where our products are available to monitor for new account submissions and ensure accurate recording of applicable new account attributes in our required systems.

Additionally, you will partner and communicate with internal stakeholders to ensure timely account implementation.

Responsibilities Include, But Are Not Limited To aquello>pyDaily monitoring of new account submissions into our Tax Smart SMAs from Intermediaries which may be received via different communication methods (ie. email or extracting from client portals)

Accurately record 类型・ new account attributes (Financial advisor details, strategy selection, client customization, tax budget for a tax transition) in internal systems in a timely manner to ensure accounts Fetch are invested in accordance to established SLCamping and to facilitate downstream processes including performance calculation and fee billing

Communicate effectively with key stakeholders within client service and operations to ensure a smooth hand-off of new account requests for implementations or to upscale identified issues with requests for resolution

Support updating and maintenance of account attributes based on requested changes communicated by Financial Advisors (such as a change in tax budget to facilitate a tax transition)

Leverage our digital platform to produce tax transition reports upon Financial Advisor request

Provide additional support to the broader SMA client service team including but not limited to internal MIS reporting, regulatory mailings or aged debt monitoring

Create and manage internal presentations to provide business/project updates

Prioritize work, meet tight deadlines, and possess strong attention to detail

Interact and communicate confidently and effectively with internal stakeholders

Have a strong controls mindset adhering to internal procedures to achieve process consistency

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

Qualifications

• 1-3 years’ experience with…