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Wealth Management JPMS Middle Office Managed Account Services Trade Support Associate - Military veterans preferred

Company name
JPMorgan Chase & Co,

Location
Brooklyn, NY

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Firm Introduction: J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

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Our BusinessJ.P. Morgan Securities brings together the strengths of the global J.P. Morgan family as well as best-in-class external resources to help meet the financial goals of our Clients. Our small size and broad scope allow us to customize solutions tailored to Clients\u2019 specific needs. \u00a0The Investment Middle Office embraces a set core values that underlie the foundation of a high performance culture, guiding how we act as individuals and how we interact with others inside and outside the organization. These core values are: Courage, Honesty & Integrity, Accountability, Respect & Openness, and Trust. The organization sustains an excellent reputation with our clients and treats associates as individuals, valuing diversity and rewarding their merits. Through a process of engagement and empowerment, associates take pride in the quality of service delivered to internal and external clients. Candidates interested in joining the Investments Middle Office will be selected, in part, based on their own personal alignment with these values and aspirations Candidates must have knowledge/experience in the securities marketplace including equity, fixed income, and mutual funds and as well as an understanding of portfolio management and trading processes in support of the JPMS Advisor and Community. Job SummaryThe Trade Support Associate serves as a liaison between the user community (including Financial Advisors/Assistants), Business, Operations, and Technology. The associate's role is to provide front line user support to the front office, middle office, and operations in support of key applications, as well as completion of all User Acceptance testing in preparation for enhancements and defect resolution. Some weekend work is required. Responsibilities Include: \u2022 Supporting users in the day-to-day aspects of Portfolio Management.\u2022 Resolving phone and e-mail inquiries regarding trading, data quality issues, application usage, and other miscellaneous items. \u2022 Ensuring the accurate and timely escalation and resolution of all inquiries. \u2022 Addressing ad hoc queries from operations, technology, and the front office. \u2022 Participating in User Acceptance Testing (UAT) phases for defect fixes, enhancements, and other strategic initiatives. \u2022 Facilitating training for all new application users. \u2022 Working with the business, technology, and operations to determine priorities, schedule releases, and write specifications for enhancements.\u00a0

\u2022 Client Service, Brokerage Operations, or Technology background in Wealth Management support.\u2022 Undergraduate degree preferred; concentration in Finance or Business Management a plus. \u2022 3-5 years of financial industry experience; Investment product knowledge.\u2022 In-depth knowledge of Excel and PowerPoint. \u2022 Must be highly disciplined, a self-starter, and have the ability to execute on assignments independently. \u2022 A team player who demonstrates strong work ethic and a high level of professionalism. \u2022 Attention to detail with superb written, verbal, and problem solving skills. \u2022 Excellent organizational and time management skills. \u2022 Ability to communicate at all levels within the Line of Business. \u2022 Strong capacity for operating in a flexible, dynamic environment where creative and strategic thinking is required.
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Company info

JPMorgan Chase & Co,
Website : http://www.jpmorganchase.com

Company Profile
JPMorgan Chase (NYSE: JPM) is one of the oldest financial institutions in the United States. With a history dating back over 200 years, here's where we stand today: JPMorgan Chase (NYSE: JPM) is one of the oldest financial institutions in the United States. With a history dating back over 200 years, here's where we stand today:

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