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JPMorgan Asset Management - Shareholder Services Analyst 
United States, Ohio, Columbus 
636919144

21.09.2024

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. You 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, you will have the opportunity to develop a challenging career in the Investment Management and Financial Services industry.

Job Responsibilities

  • Participate in problem resolution for client accounts
  • Process trades and information requests for clients
  • Educate clients about JPMorgan products and value add resources.
  • Work towards and obtain a Series 6 & 63 securities licenses and pass the SIE exam

Required qualifications, capabilities and skills

  • Possess high energy, a great attitude and exceptional service skills
  • Bachelor's Degree or equivalent
  • Industry knowledge
  • Strong written and oral communication skills
  • Relationship building and problem solving skills
  • Attention to detail
  • Obtain Series 6 & 63 securities licenses and pass SIE Exam within 120 days of starting in position