JPMorgan Chase Wealth Management, Operations Analyst (part-time) in Newark, Delaware
The Wealth Management Operations & Trust Support Services team is comprised of over 800 members, with the main hub located in Newark, DE. The Operations team provides end-to-end support for all aspects of the client banking experience, working closely with sales, service, and product specialty groups. For over 170 years, Asset & Wealth Management has offered high quality client service and customized solutions to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $1.9 trillion, it is one of the largest asset and wealth managers in the world. There are a wide-range of openings suitable for various interests. Wealth Management Operations & Trust Support Services example openings:
Account Transition - Coordinates client account transfer activity with 3rd party brokers and banks. This includes account fundings, account exits, and internal transfers and encompasses all asset types: equities, fixed income, mutual funds, derivatives and foreign investments.
Outside Portfolio Management - Acts as single point of contact for external money manager firms including account inquiries, global trade settlement, and corporate actions.
Client Data Management - Performs client on-line access on-boarding and maintains client and account information for all Private Banking Clients partnering with front-line client service representatives.
Statements/Client Reporting - Perform analysis on the timeliness and accuracy Client Statements and the preparation, imaging and distribution of other client documents/reports .
Service Delivery - Provides project and business management support for US Core Operations and Chase Wealth Management.
Fee Billing - Analytical support of fees charged for services provided to Private Banking clients, including complex fee calculations, revenue opportunity analysis, maintenance activities, and reconciliation.
International Trust Services - Provides Financial Accounting and Operational support including fee billing and document management to the International Fiduciary business.
Rapid Development Team - A tactical development group that builds Access databases, SharePoint sites, and works with BI Systems.
Tax - Manages client tax reporting processes, including monitoring data integrity and researching tax requirements for new products.
Strong written and verbal communication skills
Strong analytical and problem solving skills
Ability to work in deadline oriented environment and prioritize tasks appropriately
Work effectively in a team environment
Organized and detail focused
Knowledge of Microsoft Office Suite and mainframe PC skills
Ability to adapt to a rapidly changing business and technological environment
Currently enrolled in school full-time, pursuing a Bachelor's degree in Finance or a related field
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.