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.

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

 

AM Description

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.

 

Position Summary

As a Global Liquidity Client Account Analyst, you will be responsible for delivering high quality service and support to Global Liquidity financial intermediaries and corporate investors. Analyst tasks include cash flow monitoring, trade processing, settlement and reconciliation, client request processing, problem resolution, information requests, and any other duties in support of ongoing maintenance of client accounts. In fulfilling these client facing responsibilities, Analysts will be expected to operate independently and exercise sound judgement in troubleshooting issues and escalating problems to Client Account Managers as needed.   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.

 Possessing high energy, a great attitude and exceptional service skills is imperative for this role and is the foundation for building successful relationships with financial advisors and investors.

 

Qualifications

Bachelor's Degree or equivalent Active FINRA 6 or 7 & 63 licenses OR Two years Mutual Fund Client Servicing experience required Strong written and oral communication skills Relationship building skills Problem solving skills Attention to detail