Apply Now    

Wealth Management, Asset Servicing Specialist, Analyst

Req #: 170115347
Location: Newark, DE, US
Job Category: Operations
Potential Referral Amount: 1000 US Dollar (USD)

Asset Service is comprised of Corporate Action, Income Collection and Oversight and Controls.  The Asset Service Specialist will perform broadly across these disciplines to support the Operations and Business needs of our clients.  The Specialist will perform Corporate Action and Income Collection activities and participate in the Oversight and Control functions to ensure a well-controlled environment.  Responsibilities will include but not limited to client notification, case management, promptly investigate and respond to client inquiries, perform research using various internal and industry toolsets, process transactions, service inbound hotline calls and work closely with Client Service, Middle Office, Operations and other internal business partners. 


Asset Service performs a number of critical functions driven by various market activities in support of our client’s investment portfolios. The Asset Service Specialist must execute client instructions and react to market driven activities with urgency and focus on accuracy and timeliness. The Specialist must be able to multi-task and focus on multiple events while observing these critical dates to avoid financial risk.


Asset Service supports the Private Bank clients through direct and indirect interactions with Client Services, Investors and Outside Portfolio Managers.



  • Analyze and interpret corporate action.

  • Provide timely event notification to all clients.

  • Execute client’s instruction through custodians.

  • Research all out of balance transactions and process
    corrections promptly.

  • Liaise with Client Service and Middle Office

  • Perform all deadline driven activities both timely
    and accurately

  • Streamlining Processes

  • Automation Recommendation 

  • Look for opportunities to eliminate redundancies and increase efficiencies   

  • Analyze errors to determine root cause and look for solutions. 

  • Assist with project and department initiatives

  • Assist with cross training initiatives

  • Ability to prioritize and multi-task in fast paced team
  • Brokerage / Securities Operations
  • Strong analytical and problem solving skills
  • Detail and control oriented
  • System experience Omnitrust, Titan,  DTC, Bloomberg
  • Flexibility – able to work extended hours when necessary 
  • Excellent time management and organizational skills
  • Excellent oral and written communication skills 
  • Proven team player 
  • Ability to analyze offering documentation 
  • Accounting Experience – a plus
  • Accounting or Finance background  
  • Securities industry knowledge – a plus 
  • Proficient in Excel, Word, Visual Basics
  • Previous General Ledger experience 
  • SQL, XML and Access Data coding skills – a plus
  • College degree or three to five years equivalent work experience.
Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.