J.P. Morgan Wealth Management Performance Statements and Tax Communications & Disclosure Associate
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Job Location:
Jersey City - USA
Monthly Salary:
$ 82650 - 123000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
The JPMorgan Wealth Management Statements & Tax reporting team defines and executes on the strategy for 3 client facing reporting products that impact 5 million investment account holders delivers over 45 million client documents and drives an investment budget of approximately $15 million dollars annually spread across 4 distinct technology teams covering more than 10 scrum teams.
As the Product Associate on the Performance Statements and Tax Products team you will work closely with each area product owners delivery managers and stakeholder and legal risk and control partners lead all aspects of disclosure and client communications delivered through Wealth Management investment account statements and quarterly performance reports; driving governance and operational excellence while collaborating with senior executives across the bank.
Job Responsibilities:
- Work closely with legal compliance lines of business and other product teams for new disclosure intake and refinement.
- Finalize disclosure language using sound judgment to provide the best client experience.
Draft plan execute and document statement messages; follow up with stakeholders for review and approvals. - Closely partner with operations for disclosure and insert implementation.
- Document and prioritize new disclosure distribution requests including new targeting criteria.
- Work closely with servicing and communication teams to review and finalize quarterly performance report inserts.
- Collaborate with multiple technology teams to ensure smooth processing of quarterly performance reports.
- Partner with servicing and print fulfillment teams to coordinate production as needed and ensure quality control checkpoints approved and documented
- Conduct annual reviews of performance report and investment statement disclosures with legal compliance lines of business controls and other product teams to ensure disclosures remain evergreen.
- Create and refine robust controls to ensure proper oversight of the disclosure process.
Take ownership of self-development including stretch assignments to prepare for greater responsibilities and career growth; proactively seek opportunities for continued learning.
Required qualifications capabilities and skills
- Bachelors Degree
- 1-3 years in financial services industry
- Proficient to advanced experience with Excel PowerPoint and Word
- Self-starter with ability to drive on own
- Exceptional verbal and written communication skills
- Strong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment
- Team-oriented with ability to interact effectively with individuals at varying levels of the organization with varying responsibilities including compliance due diligence legal marketing operations risk sales and technology
- Series 99 License or to be obtained within 120 days.
Preferred qualifications capabilities and skills
- Solid understanding of FINRA statement regulations
- Experience with brokerage account statements preferred
To be eligible for this position you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
Required Experience:
IC
Key Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
About Company
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 ov ... View more
