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Wealth Management - CWM Operations - Senior Investment Servicing Specialist I

Req #: 180025849
Location: Plano, TX, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)
J.P. Morgan Asset and 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.

Our Business

Chase Wealth Management Operations supports the JPMorgan Private Bank and Chase Wealth Management in JP Morgan’s Asset and Wealth Management line of business.

  • The Private Bank is the world’s premier service provider for ultra and high net worth individuals.  Our goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations.  Asset and Wealth Management Operations provides end-to-end support for all aspects of the client experience, working closely with client service, fiduciary, product specialty groups, third party vendors and other internal groups.

  • 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.  The J.P. Morgan Securities Client Service Center’s mission is to create a great client experience and help individuals across all 50 U.S states to save and invest wisely. The group works in a team environment to assist clients with service over the telephone and serves as experts on our online platform, such as

Position Summary:

As a Managed Account Sr. Investment Servicing Associate in the Chase Wealth Management Support Services area, you will perform the functions necessary, based on policies, procedures and regulations, to ensure that new and existing managed accounts are set up properly and meet proper standards.  Managed account applications, managed account maintenance requests and managed account trading requests for banking customers are submitted by Licensed Financial Advisors in the Chase Banking Branches.  Your responsibilities include controlling the work flow by reviewing incoming requests and determining the appropriate processing area, verification of paperwork including appropriate titling, signatures and forms. You will also be the liaison between the National Client and Broker Service Centers, Operations, Money Managers, Trading personnel and vendors.  This position will require you to process trades requests, research trade issues, manage incoming and outgoing electronic correspondence, monitor client accounts through a variety of reports and electronic tools, and validate account transaction accuracy.  You will learn a broad view of the brokerage operation and specifically how managed accounts work.   

Hours:  Monday - Friday, 8 am-5 pm




  • Previous brokerage/investment knowledge or comparable experience
  • Series 7 a plus
  • Three years general office or customer service experience
  • High dependability a must
  • PC literate with extensive experience in Word and Excel - Microsoft Access Database experience a plus
  • Quality-oriented with excellent attention to detail and ability to multi-task effectively
  • High school diploma or GED -College education a plus
  • Strong, proven customer service and communication skills including comfort making and answering phone calls
  • Ability to work in a fast paced ,deadline driven environment
  • Ability to prioritize effectively, work individually and as part of a team 




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