JPMorganChase · 1 day ago
Asset Management – Customized Managed Account Solutions – Client Account Specialist (Associate)
Columbus, OH
Full-time
Onsite
Entry Level
$65K/yr - $100K/yr
1+ years expJPMorgan Chase & Co. is a leading global financial services firm and is seeking a Client Account Specialist to support their Customized Managed Account Solutions business. The role involves facilitating new account setup processes, monitoring new account submissions, and ensuring timely communication with internal stakeholders for account implementation.
Asset ManagementBankingFinancial 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
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
Strong communication skills (written and oral) with ability to deliver messages clearly and succinctly
Demonstrate ability to multi-task and re-prioritize daily tasks
Preferred
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
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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