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Chase · 1 month ago

Asset Management - Financial Advisor Services - Analyst

1111 Polaris Pkwy, Columbus, OH, 43240, US

Full-time

Onsite

Entry, Mid Level

2+ years exp

Chase is a leading financial services firm, and they are seeking a Financial Advisor Services Analyst. In this role, you will manage client relationships, support business development efforts, and collaborate with internal teams to enhance client engagement and revenue growth.

BankingFinancial Services

Responsibilities

Partner with internal and external Client Advisors to generate revenue growth and client retention, including:

Prospect, close business, build relationships and promote JPMorgan mutual funds

Answer incoming phone calls to the JPMorgan Funds Financial Advisor Services desk regarding Funds products and services

Create client presentations; develop prep and follow up materials for client meetings

Assist Financial Advisors with JPMorgan Funds web site questions

Liaise with Internal Client Advisors on the generation of Portfolio Insights analysis reports; document sales activity/information in Salesforce and the Product Strategy drive for tracking and Compliance purposes

Create proposals and illustrative models for key sales representatives as needed

Collaborate with team members, internal partners and investment professionals throughout the firm on projects spanning all asset classes

Qualification

JPMorgan Funds knowledgeSalesforceFINRA/NASAA licensesMicrosoft SuiteFinancial services experienceEffective communicationAttention to detailTime managementOrganization skills

Required

4-year degree (BA/BS)

2+ years of financial services experience including strong knowledge of: JPMorgan Funds' products and services, and all aspects of the distribution channels through which they are sold

Specialized knowledge of JPMorgan's Insights programs – i.e. Guide to the Markets, Guide to Retirement and Portfolio Insights

Able to communicate effectively (verbal and written) with a wide variety of stakeholders – e.g. external and internal partners

Proactive with a high level of attention to detail; quick learner who can adapt to changing priorities and high pressure environment

Exceptional time management and organization skills; able to produce high quality work in a deadline driven environment

Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite

FINRA/NASAA licenses - Series 7; Series 63