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Chase · 3 days ago

Asset Management – Customized Managed Account Solutions – Client Account Specialist (Associate)

1111 Polaris Pkwy, Columbus, OH, 43240, US

Full-time

Onsite

Entry Level

1+ years exp

JPMorgan Chase & Co. is a leading global financial services firm with a strong presence in investment and wealth management. The Client Account Specialist will facilitate new account setup processes for Tax Smart Separately Managed Accounts, ensuring accurate recording of account attributes and effective communication with internal stakeholders.

BankingFinancial Services

Responsibilities

Daily monitoring of new account submissions into our Tax Smart SMAs from Intermediaries which may be received via different communication methods (ie. email or extracting from client portals)

Accurately record new account attributes (Financial advisor details, strategy selection, client customization, tax budget for a tax transition) in internal systems in a timely manner to ensure accounts are invested in accordance to established SLAs and to facilitate downstream processes including performance calculation and fee billing

Communicate effectively with key stakeholders within client service and operations to ensure a smooth hand-off of new account requests for implementations or to escalate identified issues with requests for resolution

Support updating and maintenance of account attributes based on requested changes communicated by Financial Advisors (such as a change in tax budget to facilitate a tax transition)

Leverage our digital platform to product tax transition reports upon Financial Advisor request

Provide additional support to the broader SMA client service team including but not limited to internal MIS reporting, regulatory mailings or aged debt monitoring

Create and manage internal presentations to provide business/project updates

Prioritize work, meet tight deadlines, and possess strong attention to detail

Interact and communicate confidently and effectively with internal stakeholders

Have a strong controls mindset adhering to internal procedures to achieve process consistency

Work successfully and efficiently in a team-based environment

Utilize judgment and discretion when working with highly confidential information

Adapt to and drive change to improve the client experience and operational efficiency

Qualification

Asset Management experienceExcel expertisePowerPoint expertiseRetail SMA client serviceMulti-tasking abilityCommunication skills

Required

1-3 years' experience with exposure/involvement in one or more of the various Asset Management businesses or Asset Management Operations/Client Service areas

Experience in retail SMA client service or operations a plus

Expertise with Excel (e.g., using pivot tables, formulas, etc.)

Expertise in PowerPoint: creating slides / charts and editing presentations

Strong communication skills (written and oral) with ability to deliver messages clearly and succinctly

Demonstrate ability to multi-task and re-prioritize daily tasks