Asset Management- Digital Wealth Management- Middle Office Operations Specialist- Columbus, OH

Job description

About JP Morgan Asset Management

J.P. Morgan Asset Management, with client assets of $2.4 trillion, 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.

Our Business

Global Wealth Management Operations supports the JPMorgan Private Bank and Chase Wealth Management in JP Morgan's Asset Management line of business.

· The Private Bank is the world's premier service provider for ultra and high net worth individuals. Our goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations. Global Wealth Management Operations provides end-to-end support for all aspects of the client experience, working closely with client service, fiduciary, product specialty groups, third party vendors and other internal groups.

· Chase Wealth Management encompasses our Chase Private Client (CPC) and Chase Investment Services businesses. Through a dedicated team of a banker and J.P. Morgan Advisor, Chase Private Client brings our affluent clients concierge banking from Chase and access to the investment expertise from J.P. Morgan. Chase Investment Services provides investment solutions to a broad range of Chase customers through Chase Investment Advisors. The J.P. Morgan Securities Client Service Center's mission is to create a great client experience and help individuals across all 50 U.S states to save and invest wisely. The group works in a team environment to assist clients with service over the telephone and serves as experts on our online platform, such as Chase.com.

Position Summary:

As the Digital Wealth Management - Middle Office Operations Specialist for Chase Wealth Management, your responsibilities may include, but are not limited to:

Asset Servicing ; Assist self directed on-line brokerage customers with service inquiries related to:

· Asset Transfer – Receive & Deliver (ACATs/Partial ACATs/Non-ACATs, Free Receives/Delivers, DRS, DWAC, Account to account transfers)

· Cash Movement (ACH, Fed wire, Check deposits, Check issuance)

· Retirement Plan Processing (Contributions, Distributions, Rollovers, Service inquiries)

· Trade Support (Corrections, Order inquires, trade exception resolution, margin, credit risk)

· Cost Basis updates/Tax related inquiries

· Dividend/Corporate Action inquiries

· Resolving forms/NIGO issues, interfacing with our various Clearing groups

Resource/Research

· Own & resolve escalated customer issues assigned to the department, through research and resolution interfacing with our various departmental clearing company partners

· Interface with Chase Wealth Management customers to resolve client inquiries/issues via telephone and/or Messaging applications

· Assist with departmental metrics development and distribution

· Assist with projects & initiatives to improve the departmental and Digital Wealth Management support model, service offerings and platform support

Client/Customer Experience

· Personally and consistently live the '5 Keys' every day

· Assist Clients with escalated issue resolution, event alert notifications and general service inquiries

· Serve as an informational resource for department peers, department managers and internal business partners as required

Risk & Controls

· Consistently follow compliance approved procedures, controls and protocols; with a focus on detail and accuracy.

Desired profile

·  Bachelor's degree or equivalent in Business Administration, Finance, Economics, Accounting or a related field
·  FINRA Series 7 is required and must be transferred or obtained within 90 days of employment
·  3-5 years of experience in financial services, preferably in investment related roles with a focus on customer service and support preferred
·  General knowledge of brokerage industry regulatory requirements
·  Self starter with a high sense of urgency and professionalism, with a demonstrated ability to handle multiple concurrent issues within strict timeframes
·  Strong communication and people skills with the ability to work in a team environment
·  Strong analytical skills with a close attention to detail, demonstrating a focus on continuous process improvement
·  Ability to present a professional image and demeanor to internal/external customers and team members
·  Ability to communicate effectively, both orally and in writing, with internal and external customers
·  Strong organizational skills
·  Accelerated skills in Microsoft Office, particularly advanced Excel proficiency preferred
·  Prior experience with line of business brokerage applications a plus