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Wealth Management | U.S. Private Bank | Giving Fund Support Specialist | Chicago

Req #: 170104702
Location: Chicago, IL, 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.
 
J.P. Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.
 
Wealth Management is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.
 
The Client Service Group (CSG) is responsible for managing and facilitating the daily unique and complex service needs of the Private Bank’s client base. Service is delivered in a team-based model with key locations in the US, Latin America, Europe, the Middle East, Africa and Asia. 
 
POSITION SUMMARY:
The Giving Fund Support Specialist will join a team that provides centralized product support for Donor Advised Funds. The candidate will assist with day-to-day support for the product such as processing contributions, investment reallocations, and grant requests through the Donor Advised Fund.  This role will include some client communication.   The Giving Fund Support specialist works in a team-oriented environment with client service associates, bankers, integrated team members, operations and our third-party-vendor teams to fulfil requests.   The ideal candidate will be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of client satisfaction.
 
ESSENTIAL FUNCTIONS:
  • Manage assignments and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures, as well as applicable FINRA and other federal regulations
  • Use a high level of customer service skills
  • Research, follow-up and resolve inquiries and issues through effective interaction with JPMC teams and other staff in a timely and professional manner
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:
  • College degree or equivalent financial services/banking industry experience preferred
  • Client service experience preferred
  • Work with clients to secure transaction instructions and complete activities
  • Ability to make independent decisions about complex issues and solutions
  • Ability to work effectively as a member of a team
  • Excellent communication skills, both written and oral
  • Detail and control oriented
  • Ability to multi-task and manage priorities effectively
  • Ability to adapt to a rapidly changing business and technology environment
  • Exceptional problem-solving skills
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), general comfort level with Internet/Intranet usage and ability to learn proprietary software and databases
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