US Wealth Management - JPMS Business Specialist - NYC ()
JPMorgan Chase Bank, N.A.
New York City, New York, United States
Job type: fulltime
Job industry: Banking & Financial Services
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. The U.S. Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase wealth management business, J.P. Morgan Securities and You Invest - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices. At JPMorgan Securities (JPMS), we have been helping high net worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Financial Advisors throughout the United States, JPMS offers clients a broad suite of transactional, wealth management and investment advisory services. Our Financial Advisors are among the most experienced and creative in the industry. We excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients. Business Specialist Primary Function: Oversee sales support effort for a JPMS Advisor team through the coordination and completion of client service related projects and operational issues supervise junior sales support including hiring, training and performance management Oversees and regulates workflow within the group including identifying opportunities to improve efficiencies Develops procedures for solving logistical and administrative client concerns Extensive client contact and coverage responsibilities including main point of contact for key client relationships Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies Attend client meetings as necessary Complete ad hoc client related projects as needed Work with Financial Advisor to identify new business opportunities; market and implement investment solutions in accordance with clients' investment objectives; grow new assets by identifying and developing new business opportunities from existing client base. Perform special portfolio analysis on products Attends product rollouts, ideas calls and research meetings to stay current on all JPMS products and services Assist and coordinate the onboarding of new relationships and meet service needs and expectations of existing and new clients. Improve communications between team members, JPMS partners (COG, middle office, operations, Banking, etc.), and externally to clients Navigating the firm / Client issue resolution, escalation and creative solutions Qualifications: Ability to resolve issues with independent judgment Knowledge of the financial industry/products Strong understanding of the needs and sensitivities of clients Ability to work in a team based environment Ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high pressure environment Position Requirements Must be part of a team with at least one additional Sales Associate 7 years' experience in Financial Services industry Licenses 7 & 66 strongly preferred. Employment contingent on obtaining the necessary licenses within 180 days from start date. Bachelor's degree requiredJPMorgan 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