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Wealth Management Trade Support Associate at JPMorgan Chase Bank, N.A. in Westerville, Ohio

Posted in General Business 11 days ago.

Type: Full-Time

Job Description:

The Managed Accounts Trade and Systems Support team is a comprehensive team, structured to support multiple business lines across Wealth Management. The primary responsibilities include: oversight of data for trading teams / systems, end to end trade flow support, service request management, as well as IBOR position and cash reconciliation (Investment Book of Record). This function is critical to the day to day success of the Managed Platform for Wealth Management.

Personnel that succeed in this role are skilled in trade lifecycle management / securities industry, have excellent communication skills, maintain a team/culture carrier mentality, and have the ability to identify and escalate risk events to senior members of the team when necessary. Individuals must have a deadline oriented mindset.

This role is focused on delivering a high-quality service to our clients and ensuring the smooth execution of all daily tasks within strict deadlines. The individual will be expected to contribute to the overall success of the group in proportion to his/her experience, and will be evaluated relative to their peer group

This role is required to obtain the Series 99 FINRA license within the first 120 days of hireJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans