
Asset Management, Client Service, Shareholder Services
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.
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
MS PowerPoint
Relationship building skills
Record Keeping Skills
MS Excel skills
Effective Time Management
Process Improvement
Driven and self-motivated
Communication Skills
Problem Solving Skills
Flexibility/Adaptability
Attention to detail and accuracy
Multi tasker
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.
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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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