JPMorgan Chase Wealth Management, Core Operations Specialist, PT Intern in Newark, Delaware
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.
As a Core Operations Specialist Intern, focus will be on Statement Compliance Reviews and Resolution Process. The intern will review brokerage, non-brokerage, and internal accounts for statement frequency compliance review, as well as resolve any data integrity issues found within the accounts with internal partners and CSG
Ad-Hoc Research projects related to addresses and statements.
Gathering volume and SLA metrics for multiple teams
Processing and validation of client instructions
Working towards a Bachelor’s degree with a concentration in the areas of Accounting, Business, Finance, on Analytics preferred
Advanced Microsoft Excel knowledge and proficiency in performing Vlookups, Data Mining, and Macros
Solid understanding of Microsoft Access Databases and query logic
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.