Asset Management - Shareholder Services - Analyst

Location: Columbus, OH, United States

Job Family: Client Service

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. The Asset Management - Shareholder Services - Analyst role in our Columbus, OH office is integral to delivering exceptional support within our Client Service category. As an Analyst, you will play a key part in our Asset Management division, ensuring that financial advisors receive the high-quality service they need to serve their clients effectively. This position involves direct interaction with advisors, processing shareholder requests, and contributing to the seamless operation of our investment management services, all while upholding JPMorgan Chase's commitment to integrity and excellence in the financial services industry. Your primary responsibilities will include responding to advisor inquiries on account details, transaction processing, and product information, while maintaining accurate records in our advanced systems. You will collaborate with cross-functional teams to resolve issues efficiently, analyze service data to drive improvements, and ensure all activities comply with industry regulations such as those from the SEC. This role offers the opportunity to gain deep insights into asset management operations and build lasting relationships with key stakeholders, all within a supportive and dynamic team environment at one of the world's most respected financial institutions. JPMorgan Chase values professional growth and provides robust training programs to help you advance your career. If you are passionate about client service, have a strong foundation in finance, and thrive in a collaborative setting, this Analyst position is an excellent opportunity to contribute to our mission of empowering financial advisors and their clients. Join us in Columbus, OH, and be part of a firm that leads in asset management innovation.

Key Responsibilities

• Provide high-quality service and support to financial advisors by responding to inquiries on shareholder accounts and transactions
• Process and resolve complex shareholder service requests, including account maintenance and fund transfers
• Collaborate with internal teams to ensure accurate and timely delivery of asset management reports and statements
• Monitor and escalate issues related to client satisfaction and operational efficiency
• Assist in onboarding new shareholders and educating advisors on JPMorgan Chase's asset management products
• Maintain compliance with regulatory requirements, such as SEC guidelines, in all client interactions
• Analyze service metrics to identify trends and recommend process improvements
• Support ad-hoc projects, including system updates and training initiatives for advisor teams
• Document all client interactions and resolutions in JPMorgan's proprietary tracking systems

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• 1-3 years of experience in client services, shareholder services, or financial services support
• Strong understanding of asset management products and shareholder servicing processes
• Proficiency in Microsoft Office Suite, including Excel for data analysis and reporting
• Excellent communication skills with the ability to interact professionally with financial advisors
• Ability to handle sensitive client information with strict confidentiality
• Willingness to work in a fast-paced environment in Columbus, OH

Preferred Qualifications

• Experience in the asset management or investment industry at a major financial institution
• Knowledge of JPMorgan Chase systems and platforms, such as internal CRM tools
• Certification such as Series 7 or equivalent in financial services
• Prior exposure to regulatory compliance in shareholder services
• Bilingual skills, particularly in Spanish, to support diverse client bases

Required Skills

• Client relationship management
• Attention to detail
• Problem-solving abilities
• Verbal and written communication
• Time management and prioritization
• Data analysis using Excel
• Knowledge of financial regulations
• Customer service orientation
• Team collaboration
• Adaptability to changing priorities
• Proficiency in CRM software
• Analytical thinking
• Confidentiality handling
• Interpersonal skills
• Basic financial modeling

Benefits

• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement
• Employee stock purchase plan and performance-based bonuses
• Wellness programs with gym memberships and mental health support
• Flexible work arrangements and hybrid options in Columbus, OH
• Access to JPMorgan Chase's global employee assistance program

JP Morgan Chase is an equal opportunity employer.