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Wealth Management, Account Transitions, Associate

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Job Details
Job Order Number
Company Name
JPMorgan Chase
Physical Address

Newark, DE 19713
Job Description

About JP Morgan Asset & Wealth Management

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Position Summary

The Account Transitions Team is responsible for
the transfer of client assets between the Private Bank and third party
financial institutions. The Account Transitions Associate will be responsible
for oversight of control activities within the Account Transitions Team and will
serve as the primary contact for sensitive and escalated issues. The Associate will
need to work quickly and effectively with operations groups, client facing
teams and external business partners to achieve rapid resolution on open items
while ensuring a positive client experience. The Associate will be required to
actively participate in industry-wide working groups to ensure that JPMorgan’s
Private Bank is keeping pace with industry trends and providing cutting edge
client service. In this capacity, the Account Transitions Associate will be tasked
with identifying opportunities to improve the end to end transfer process and
improving the experience for Private Bank clients by driving strategic
enhancements through partnership with operations groups, client facing teams
and business management.


+ Serveas the primary point of escalation for internal partners, externalbrokers, banks and investment firms on asset transfer activities

+ Producemetrics and monitor controls to mitigate risks related to client account funding

+ Manageescalated and sensitive client issues, closely partnering with businesspartners to achieve rapid resolution

+ Identifyissues, make recommendations, and implement improvements to the end to endaccount funding process for the purpose of improving the overall clientexperience

+ Maintaina network of internal and external contacts to improve the efficiency ofthe client account transfer process

+ Engagewith industry working groups to identify upcoming changes (technology orprocesses) and work with internal Operations and Business leaders toimplement enhancements on pace with industry leaders

+ Participatein business and technology projects impacting the team, which includes UATand regression testing

+ Providereporting on day-to-day activities and project updates to SeniorManagement


+ 3-5 years of financial operations experience

+ Working knowledge of the various security types supported by the team: equities, fixed income, mutual funds and alternative investments

+ Competency in utilizing Microsoft Applications for data analysis and presentation

+ Experience in risk management, metrics management, business management or other roles with coordination responsibilities across a diverse set of stakeholders

+ Ability to effectively organize, prioritize and execute multiple tasks simultaneously through collaboration and effective staff management

+ Excellent communication skills (verbal and written)

+ Strong client and control focus

+ Strong analytical and problem solving skills

+ Ability to develop strong relationships with internal partners and external firms

+ Ability to make strategic decision/recommendations for process improvements

+ Resiliency and adaptability to perform in a fast paced environment

+ Series 99 or obtained within 120 days of start date

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

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