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Wealth Management - CWM Operations, Digital Wealth Management - Middle Office Operations Specialist

Req #: 180023055
Location: Columbus, OH, US
Job Category: Asset Management
Potential Referral Amount: 0 US Dollar (USD)
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.

Position Summary:

As the Digital Wealth Management - Middle Office Operations Specialist for Chase Wealth Management, your responsibilities may include, but are not limited to:
Asset Servicing, assisting self directed on-line customers with service inquiries related to:
  • Asset Transfer – Receive & Deliver (ACATs/Partial ACATs/Non-ACATs, Free Receives/Delivers, DRS, DWAC, Account to account transfers)
  • Cash Movement (ACH, Fed wire, Check deposits, Check issuance)
  • Retirement Plan Processing (Contributions, Distributions, Rollovers, Service inquiries)
  • Trade Support (Corrections, Order inquires, trade exception resolution, margin, credit risk)
  • Cost Basis updates/Tax related inquiries
  • Dividend/Corporate Action inquiries
  • Resolving forms/NIGO issues, interfacing with our various Clearing groups
  • Own & resolve escalated customer issues assigned to the department, through research and resolution interfacing with our various departmental clearing company partners 
  • Interface with Chase Wealth Management customers to resolve client inquiries/issues via telephone and/or Messaging applications
  • Assist with departmental metrics development and distribution
  • Assist with projects & initiatives to improve the departmental and Digital Wealth Management support model, service offerings and platform support
Client/Customer Experience
  • Personally and consistently live the '5 Keys' every day
  • Assist Clients with escalated issue resolution, event alert notifications and general service inquiries
  • Serve as an informational resource for department peers, department managers and internal business partners as required
Risk & Controls
  • Consistently follow compliance approved procedures, controls and protocols; with a focus on detail and accuracy.
  • Bachelor's degree or equivalent in Business Administration, Finance, Economics, Accounting or a related field
  • FINRA Series 7/66 required and Series 24 preferred
  • 3-5 years of experience in financial services, preferably in investment related roles with a focus on customer service and support preferred
  • General knowledge of brokerage industry regulatory requirements
  • Self starter with a high sense of urgency and professionalism, with a demonstrated ability to handle multiple concurrent issues within strict timeframes
  • Strong communication and people skills with the ability to work in a team environment
  • Strong analytical skills with a close attention to detail, demonstrating a focus on continuous process improvement
  • Ability to present a professional image and demeanor to internal/external customers and team members
  • Ability to communicate effectively, both orally and in writing, with internal and external customers
  • Strong organizational skills
  • Accelerated skills in Microsoft Office, particularly advanced Excel proficiency preferred
  • Prior experience with line of business brokerage applications a plus
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