AWM Managed Account Trade Support

Newark, DE - USA

Monthly Salary: Not Disclosed

Posted on: 19 hours ago

Vacancies: 1 Vacancy

Department:

Operations

Job Summary

Description

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 play a vital role in supporting our diverse partnersincluding third-party portfolio managers Financial Advisors Business Operations and Technologyby providing essential front-line support related to trade booking and settlement.

Key Responsibilities:

Partner with third-party portfolio managers to support daily trade lifecycle activities.
Address phone and email inquiries related to trading data quality application usage and other topics ensuring clear and supportive communication.
Collaborate with Product Owners to resolve system issues and drive improvements.
Gather analyze and interpret large sets of data and information to draw insights and recommend process enhancements.
Serve as the first point of contact for internal and external partners building strong relationships and trust.
Identify and mitigate business risks to contribute to a safe and effective work environment.
Support audit regulatory and compliance deliverables with attention to detail and integrity.
Contribute to ongoing procedure and process analysis to help shape and improve workflows.

Required Qualifications Skills and Capabilities:

Demonstrate 3 years of experience in wealth management asset management or a support role.
Exhibit proficiency with Microsoft Office Suite (Word Excel PowerPoint) and a willingness to learn new software.
Show self-motivation and discipline with the ability to work independently and take initiative.
Collaborate effectively as a team player demonstrating a strong work ethic and professionalism.
Apply excellent attention to detail with strong written verbal and problem-solving skills.
Display outstanding organizational and time management abilities.
Adapt and thrive in a fast-paced dynamic environment where creative and strategic thinking are valued.

Preferred Qualifications Skills and Capabilities:

Demonstrate experience supporting trade booking and settlement processes.
Apply knowledge of audit regulatory and compliance requirements within financial services.
Utilize advanced data analysis skills to drive process improvements.
Exhibit experience building relationships with diverse partners including Financial Advisors Business Operations and Technology teams.
Embrace opportunities to contribute to change management and workflow optimization initiatives.

DescriptionDescriptionAre 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 play a vital role in supporting our diverse partnersincluding third-party portfolio man...

Description

Key Responsibilities:

Partner with third-party portfolio managers to support daily trade lifecycle activities.
Address phone and email inquiries related to trading data quality application usage and other topics ensuring clear and supportive communication.
Collaborate with Product Owners to resolve system issues and drive improvements.
Gather analyze and interpret large sets of data and information to draw insights and recommend process enhancements.
Serve as the first point of contact for internal and external partners building strong relationships and trust.
Identify and mitigate business risks to contribute to a safe and effective work environment.
Support audit regulatory and compliance deliverables with attention to detail and integrity.
Contribute to ongoing procedure and process analysis to help shape and improve workflows.

Required Qualifications Skills and Capabilities:

Demonstrate 3 years of experience in wealth management asset management or a support role.
Exhibit proficiency with Microsoft Office Suite (Word Excel PowerPoint) and a willingness to learn new software.
Show self-motivation and discipline with the ability to work independently and take initiative.
Collaborate effectively as a team player demonstrating a strong work ethic and professionalism.
Apply excellent attention to detail with strong written verbal and problem-solving skills.
Display outstanding organizational and time management abilities.
Adapt and thrive in a fast-paced dynamic environment where creative and strategic thinking are valued.

Preferred Qualifications Skills and Capabilities:

Demonstrate experience supporting trade booking and settlement processes.
Apply knowledge of audit regulatory and compliance requirements within financial services.
Utilize advanced data analysis skills to drive process improvements.
Exhibit experience building relationships with diverse partners including Financial Advisors Business Operations and Technology teams.
Embrace opportunities to contribute to change management and workflow optimization initiatives.

Key Skills

History
Accounts Assistant Credit Control
Advocacy
Corporate Risk Management
Government
Brand Development

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About Company

JPMorganChase

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

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