Chase Bank

Asset Management, Client Service, Shareholder Services

Chase Bank

1111 Polaris Pkwy, Columbus, OH 43240, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

As a Shareholder Services Analyst, you will be responsible for delivering high quality service and support to financial advisors and investors of J.P. Morgan Funds. Analyst tasks include problem resolution, processing trades, information requests, and educating clients about JPMorgan products and value add resources. Analysts will work towards and must obtain their Series 6 & 63 securities licenses and pass the SIE exam. They will participate in a thorough training program covering all service and technical aspects of mutual funds and 529 college savings plans. By being a part of one of the largest and most respected Asset Managers, high performing individuals will have the opportunity to develop a challenging career in the Investment Management and Financial Services industry.

Where is this job?
This job is located at 1111 Polaris Pkwy, Columbus, OH 43240, USA
Job Qualifications
  • 2+ years of related experience

  • Industry knowledge preferred

  • Obtain Series 6 & 63 securities licenses and pass SIE Exam within 90 days of starting in position

Required Skills
  • MS PowerPoint

  • Relationship building skills

  • Record Keeping Skills

  • MS Excel skills

  • Effective Time Management

Soft Skills
  • Process Improvement

  • Driven and self-motivated

  • Communication Skills

  • Problem Solving Skills

  • Flexibility/Adaptability

  • Attention to detail and accuracy

  • Multi tasker

Compensation

According to JobzMall, the average salary range for a Asset Management, Client Service, Shareholder Services in 1111 Polaris Pkwy, Columbus, OH 43240, USA is between $40,000 and $72,000 per year. The exact salary depends on several factors such as experience, qualifications, and the size of the company.

Additional Information
Chase Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedOctober 27th, 2021
Apply BeforeMay 22nd, 2025
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About Chase Bank

JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.

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