Wealth Management, Client Onboarding Analyst at JPMorgan Chase Bank, N.A. in Columbus, Ohio

Job Description:

Wealth Management Operations supports the JPMorgan Private Bank and Chase Wealth Management.

• The Private Bank is the world's premier service provider for ultra and high net worth individuals. Our goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations. Wealth Management Operations provides end-to-end support for all aspects of the client experience, working closely with client service, fiduciary, product specialty groups, third party vendors and other internal groups.

• Chase Wealth Management encompasses our Chase Private Client (CPC) and Chase Investment Services businesses. Through a dedicated team of a banker and J.P. Morgan Advisor, Chase Private Client brings our affluent clients concierge banking from Chase and access to the investment expertise from J.P. Morgan. Chase Investment Services provides investment solutions to a broad range of Chase customers through Chase Investment Advisors. As an Investment Servicing Specialist you will be part of the growing Chase Digital Wealth Management and Chase Wealth Management teams.

The Client Onboarding Officer will:

• Adapt to the growing regulatory changes in the investment industry by opening and servicing brokerage accounts.
• Responsible for the principal review of new accounts and servicing brokerage accounts for the firm.
• Ensure compliance with all department and regulatory (AML, SEC, DOL, FINRA, etc.) requirements.
• Supervise the maintenance of retail as well as managed brokerage accounts.
• Aid with operation control and review procedure updates.
• Support testing to validate new technology updates.
• Assist with long term strategic planning for the department.

Qualifications

• Must hold or obtain Series 7 and 24 licenses for this position
• Candidates that currently hold the Series 7 must obtain the Series 24 within 90 days of hire date
• Candidates that do not hold either the Series 7 or 24 must obtain both licenses with 120 days of hire date
• Brokerage experience is preferred
• Management experience is helpful
• Bachelor's Degree is preferred
• Proven interpersonal, team-oriented skills
• Results oriented team player
• Strong problem solving skills
• Exceptional customer service mentality
• Able to organize/manage multiple priorities and projects coupled with the flexibility to quickly adapt to ever changing business needs and requirements

High attention to detail, excellent follow-through

Strong spreadsheet, database, and reporting skills. Experience with Access is preferred

Sound decision making and judgment in resolution of moderate to complex issues

Ability to communicate with department managers to facilitate operationsJPMorgan 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

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