JPMorgan Chase Senior Operations Associate - Chase Wealth Management - Central Supervision in Columbus, Ohio

Sr. Operations Associate - Wealth Mgmt - Supervision - Columbus, OH

Description:

Chase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.6 trillion and operations in more than 60 countries We serve more than 50 million consumers and small businesses through more than 5,600 bank branches, 18,700 ATMs, credit cards, mortgage offices and online and mobile banking as well as through relationships with auto dealerships.

Within Chase, Chase Wealth Management encompasses our Chase Private Client (CPC) and Chase Investment Services businesses. Through a dedicated team of a banker and J.P. Morgan Advisor, Chase Private Client brings our affluent clients concierge banking from Chase and access to the investment expertise from J.P. Morgan. Chase Investment Services provides investment solutions to a broad range of Chase customers through Chase Investment Advisors.

As a Chase employee, you will be part of a company that makes a real difference every day for our customers, our communities and ourselves. With a focus on customer service, you will put others first, do what is right and create solutions that make lives better. We invite you to build your career on our strong foundation and help shape what is next for you and for us.

The Senior Operations Associate supports CWM Supervision by reviewing various client-related documents including information related to 401k rollovers, required for account opening and account transfer purposes. Through use of a user tool application, the Senior Operations Associate will conduct data entry based on the client documents provided.

Primary responsibilities include:

  • Analyze client-related documents to ensure the request to transfer assets to a CWM client account is consistent with Firm policies and regulatory standards

  • Periodic distribution of reports to confirm appropriate reviews of client documents are being conducted according to Firm policy

  • Project work and additional tasks as assigned by Supervision Management

Skills needed:

  • Strong interpersonal, verbal, & written communication skills

  • Good organization skills & attention to detail

  • Good research, analytical and problem solving skills

  • Computer/navigational skills (Microsoft Office)

Qualifications:

  • At least three years of experience in the securities/investment industry preferred

  • Retail brokerage experience strongly preferred

  • Proven ability to work in a dynamic team environment

  • Desire to obtain securities licenses

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