Asset Management - Shareholder Services - Analyst jobs in United States
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JPMorganChase · 4 months ago

Asset Management - Shareholder Services - Analyst

position1111 Polaris Pkwy, Columbus, OH, 43240, US
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

J.P. Morgan is a leading financial services firm, and they are seeking a Shareholder Services Analyst within their Asset Management Client Service division. The role involves delivering high-quality service to financial advisors and investors, participating in a comprehensive training program, and collaborating with various teams to enhance client relationships and business goals.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Participate in problem resolution for client accounts
Process trades and information requests for clients
Educate clients about JPMorgan products and valueadd resources
Work towards and obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses

Qualification

Securities licensesIndustry knowledgeCommunication skillsClient service experienceRelationship buildingProblem solvingAttention to detail

Required

Possess high energy, a great attitude and exceptional service skills
Bachelor's Degree or equivalent client service experience
Industry knowledge
Strong written and oral communication skills
Relationship building and problem solving skills
Attention to detail
Obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses within 120 days of starting in position

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.jpmorganchase.com/

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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