JPMorgan Chase Asset Management, Correspondence Specialist in Columbus, Ohio


J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, 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.

ACorrespondence Specialist will:

  • Communicateand respond to internal and external clients, keeping within establishedguidelines for both quality and productivity.

  • Writeform letters and custom letters relating to general customer accountinformation and procedures.

  • Mayreview written letters for quality and accuracy.

  • Performnecessary research regarding account problems, and make outbound phonecalls as needed.

  • Researchand respond to requests, work with internal and external clients,including representatives in the call center, in Service Support, and inbroker offices and banking centers.

  • Foldoutgoing letters, with careful attention to the specific enclosures foreach letter.

  • Performsome filing.

  • Learnand adhere to established policies, procedures and legal requirements,communicating sensitive issues to senior personnel and management.

  • Mayassist in training newer team members.

  • Workon special projects as assigned.

The ideal candidate will possess:

  • Excellentcommunication skills, both verbal and written

  • Analytical,problem-solving and follow-through skills

  • Experienceworking as part of a team, meeting both individual and team goals

  • Strongprioritization skills

  • Attentionto detail

  • Generalunderstanding of the mutual fund industry

  • Demonstratedaptitude for writing in a professional environment

  • Series6 and 63 licenses or willingness to obtain these licenses

  • Bachelor’sdegree preferred

*All applicants please submit a cover letter with your resume.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.