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JPMorgan Chase & Co . is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset& Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking **.**

Asset Management:

Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.

As a Client Account Specialist supporting our Customized Managed Account Solutions business, you will be responsible for facilitating new account set up processes for our Tax Smart Separately Managed Accounts (SMAs). You will interact with a range of Intermediary platforms where our products are available to monitor for new account submissions and ensure accurate recording of applicable new account attributes in our required systems. Additionally, you will partner and communicate with internal stakeholders to ensure timely account implementation.

Responsibilities include, but are not limited to:

+ 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

The Client Account Specialist must be able to:

Qualifications

+ 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

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary

Columbus, OH $65,000.00 - $100,000 / year