Asset Management - Shareholder Services - Analyst
Asset Management - Shareholder Services - Analyst
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Job Description
If you are a collaborative team member solutions orientated and deliver premier client service J.P. Morgan is the place for you!
As a Shareholder Services Analyst within Asset Management Client Service you will be responsible for delivering high quality service and support to financial advisors and investors of J.P. Morgan Funds. You will participate in a thorough training program covering all service and technical aspects of mutual funds and 529 college savings plans. By being a part of one of the largest and most respected Asset Managers youwill have the opportunity to develop a challenging career in the Investment Management and Financial Services industry.
The Asset Management Client Service division manages over 1800 clients across Institutional Sub Advisory and Alternatives sectors focusing on maintaining client relationships and expanding market reach to achieve business goals. The team collaborates with Sales Investments Technology Legal and Operations to enhance processes and drive change.
Job Responsibilities
- Participate in problem resolutionfor client accounts
- Process trades andinformation requests for clients
- Educate clients about JPMorgan products and valueadd resources
- Work towards and obtain Securities Industry Essentials Series 6 and Series 63 securities licenses
Required qualifications capabilities and skills
- Possesshigh energy a great attitude and exceptional service skills
- Bachelors Degree or equivalent client service experience
- Industry knowledge
- Strong written and oral communication skills
- Relationship building and problem solvingskills
- Attention to detail
- Obtain Securities Industry Essentials Series 6 and Series 63 securities licenses within 120 days of starting in position
Required Experience:
IC
Employment Type
Full-Time
