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Wealth Management - CWM Operations, Document Support Team Lead

Req #: 180008488
Location: Chicago, IL, 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.
JPMorgan Asset and Wealth Management Operations is located on the Morgan Christiana Campus in Newark, Delaware. The group is made up of roughly 100 employees performing support functions for the Front and Middle Office groups that are located in New York, NY and Columbus, Ohio.  Functions in Investment Management Operations include Portfolio Services, Cash Operations, Reconciliations, Fee Billing and Reporting.
Schedule is Mon-Fri 8am-5pm
Chase Wealth Management (CWM) and J.P. Morgan Securities Inc. Broker Dealer Support Services provide middle office support to over 5,000 licensed representatives such as financial advisors, investment specialists and licensed bankers. This support consists of processing disbursements from brokerage accounts due to death.
Investment Services I: Document Support
Responsible for independently handling research-related processing within a designated timeframe to meet Service Level Requirements. Performs research requests, reconcilement, fulfills Subpoenas, Entering and updating client information, and completes brokerage account verifications. Associate works within a team, must be flexible in work approach and works well interpersonally with others. Has the ability to adapt to internal metrics tracking and monitoring systems. Ability to interpret standard reports and forms, and basic excel spreadsheets. Needs to effectively multi-task and prioritize workloads. Strong organizational and time management skills, with attention to detail and accuracy, and flexibility to take on other duties as assigned.

  • Experience with supervising others or acting in the capacity of a team lead to consistently maintain department workflow and performance levels
  • Familiarity with handling documents, forms, and managing own desk files
  • Have a working knowledge of Microsoft Office applications (i.e. Excel, Word, Outlook, etc.)
  • Financial Services or Investment Industry background is a plus
  • Highly motivated to learn new processes and procedures
    Flexible, positive attitude in a team collaborative environment

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