Chase ยท 4 months ago
Asset Management - Shareholder Services - Analyst
1111 Polaris Pkwy, Columbus, OH, 43240, US
Full-time
Onsite
New Grad, Entry LevelChase is a leading financial services firm, and they are seeking a Shareholder Services Analyst within their Asset Management Client Service division. This role involves delivering high-quality service and support to financial advisors and investors, participating in a training program, and collaborating with various teams to enhance processes and drive change.
BankingFinancial Services
Responsibilities
Participate in problem resolution for client accounts
Process trades and information 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
Qualification
Required
Possess high energy, a great attitude and exceptional service skills
Bachelor's Degree or equivalent client service experience
Industry knowledge
Strong written and oral communication skills
Relationship building and problem solving skills
Attention to detail
Obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses within 120 days of starting in position
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Founded in 2000
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-13
2026-01-11
Financial IT
2026-01-09
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