Asset Management - Financial Advisor Services - Analyst

Location: Columbus, OH, United States

Job Family: Client Service

About the Role

Join JPMorgan Chase & Co., a leading global financial services firm with $3.7 trillion in assets and operations in over 100 markets, as an Analyst in our Asset Management - Financial Advisor Services team. Based in our state-of-the-art facility in Columbus, Ohio, this role offers an exciting entry point into the dynamic world of shareholder services within one of the world's largest asset managers. As part of the Client Service category, you will play a vital role in supporting financial advisors who rely on JPMorgan's robust investment solutions to serve their clients. This position is ideal for motivated professionals passionate about the financial services industry, where you will contribute to delivering exceptional service that drives advisor loyalty and business growth. In this analyst role, your primary focus will be to provide frontline support to financial advisors, handling a wide range of inquiries related to mutual funds, ETFs, and other asset management products. You will process transactions, resolve account issues, and ensure seamless client experiences while adhering to strict regulatory standards set by the SEC and FINRA. Collaborating closely with cross-functional teams, you will leverage JPMorgan's advanced technology platforms to analyze data, generate reports, and identify trends that enhance service delivery. This hands-on position allows you to build expertise in financial advisory services, gaining exposure to sophisticated investment strategies and client-centric operations that are hallmarks of JPMorgan's Asset Management division. At JPMorgan Chase, we prioritize innovation, integrity, and inclusion, offering a supportive environment where your professional growth is paramount. You will have access to world-class training, mentorship from industry leaders, and opportunities to advance within our global organization. If you thrive in a collaborative, high-energy setting and are eager to make an impact in financial services, this role in Columbus provides the platform to launch or accelerate your career while contributing to the success of our esteemed clients and advisors.

Key Responsibilities

• Provide dedicated support to financial advisors by processing client transactions, account inquiries, and service requests efficiently
• Assist in resolving complex shareholder issues related to asset management products, ensuring timely and accurate resolutions
• Collaborate with internal teams to deliver high-quality client servicing, including onboarding new advisor relationships
• Monitor and report on key performance metrics for advisor services, identifying opportunities for process improvements
• Ensure compliance with SEC, FINRA, and internal JP Morgan Chase policies in all client interactions
• Educate financial advisors on JP Morgan's asset management offerings, tools, and resources to enhance their advisory capabilities
• Handle inbound calls and emails from advisors, providing product information and troubleshooting support
• Contribute to team initiatives aimed at enhancing client satisfaction and operational efficiency in the Shareholder Services group
• Analyze client data to support personalized service strategies and advisor retention efforts
• Participate in training programs to stay updated on industry trends and JP Morgan's evolving service protocols

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 1-2 years of experience in financial services, client servicing, or asset management support
• Strong understanding of financial products, including mutual funds, ETFs, and investment advisory services
• Proficiency in Microsoft Office Suite, particularly Excel for data analysis and reporting
• Excellent communication skills with the ability to interact with clients and internal stakeholders
• Ability to obtain relevant securities licenses (e.g., Series 7 and Series 63) within the first 120 days
• Commitment to ethical standards and compliance with regulatory requirements in the financial industry

Preferred Qualifications

• Experience in shareholder services or financial advisor support within a large asset management firm
• Knowledge of JP Morgan Chase's investment platforms and tools
• Prior exposure to CRM systems like Salesforce for client relationship management
• FINRA registrations or equivalent certifications in financial advising
• Experience in a high-volume client service environment

Required Skills

• Financial analysis and reporting
• Client relationship management
• Regulatory compliance knowledge (SEC/FINRA)
• Data entry and accuracy in transaction processing
• Problem-solving and issue resolution
• Verbal and written communication
• Time management in a fast-paced environment
• Team collaboration and cross-functional coordination
• Proficiency in Excel and financial software
• Customer service orientation
• Attention to detail for error-free operations
• Adaptability to changing industry regulations
• Analytical thinking for performance metrics
• Interpersonal skills for advisor interactions
• Basic understanding of investment products

Benefits

• Competitive base salary with performance-based annual bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities through JP Morgan's internal training and tuition reimbursement programs
• Employee stock purchase plan and access to financial wellness resources
• On-site fitness centers and wellness programs at the Columbus campus
• Flexible work arrangements and hybrid options for work-life balance

JP Morgan Chase is an equal opportunity employer.