Chase · 2 days ago
AWM Managed Account Trade Support
500 Stanton Christiana Rd, Newark, DE, 19713, US
Full-time
Onsite
Mid Level
3+ years expChase is a leading financial institution that offers innovative financial solutions. As a Trade Support Associate, you will support partners by providing essential front-line support related to trade booking and settlement while ensuring effective communication and collaboration with various teams.
BankingFinancial Services
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
Qualification
Required
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
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
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
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
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
2026-01-11
Financial IT
2026-01-09
2026-01-09
Company data provided by crunchbase