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Wealth Management, Cash Operations Specialist (Part-Time)

Req #: 170108678
Location: Newark, DE, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)

Private Bank Operations supports the JPMorgan Private Bank, the world’s premier service provider for ultra wealthy individuals. The Private Bank’s goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations. Located in Newark, Delaware, the 400 members of Private Bank Operations provide end-to-end support for all aspects of the client banking experience, working closely with sales, service, and product specialty groups. 

As part of the Private Bank you will get exposure to a variety of Banking & Investment products including Asset, Custody, Fiduciary, Investment Management and Banking accounts. You will also have exposure to other Operations teams both domestically and offshore and well Front office teams including Bankers Fiduciary Executives. This role is will provide a great opportunity to network with other lines of business within the firm. This role can lead to full time role including internship and management programs.

With this role you will be asked to contribute in different ways including support of the Multi Billion Dollar PB Cash business. Some of the responsibilities include but not limited to:


• Processing and Validation of Client instructions
• Cash Investigations
• Acting as a liaison between front office and other operations teams.
• Processes reengineering
• Testing
• MIS reporting
• Projects


• Ability to read Spanish instructions a plus
• Strong written and oral communication skills
• Team oriented
• Independent and self motivated
• Ability to multi-task
• Strong relationship building
• Resilient
• Client focused
• Time management
• Solid aptitude with Microsoft Suite (Outlook)

 

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