08 Jun

Asset Management Business Support Specialist Analyst Jobs Vacancy in Morgan Chase Columbus

Position
Asset Management Business Support Specialist Analyst
Company
Morgan Chase
Location
Columbus OH
Opening
08 Jun, 2019 30+ days ago

Morgan Chase Columbus urgently required following position for Asset Management Business Support Specialist Analyst. Please read this job advertisement carefully before apply. There are some qualifications, experience and skills requirement that the employers require. Does your career history fit these requirements? Ensure you understand the role you are applying for and that it is suited to your skills and qualifications.

Follow the online directions, complete all the necessary fields, and provide all relevant information so your application is submitted correctly. When you click the 'Apply this Job' button (open in new window) you will be taken to the online application form. Here you will be asked to provide personal and contact details, respond to employment-related questions, and show how you meet the key selection criteria.

Asset Management Business Support Specialist Analyst Jobs Vacancy in Morgan Chase Columbus Jobs Details:

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.

J.P. Morgan Asset & Wealth Management, 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.

AM Introduction:
Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.

Our Team:
This open position sits within JPMAM’s Global Investment Management (“GIM”) U.S Funds Client Services Organization and is based in Columbus, Ohio. The position supports the Retirement LinkSM product. Retirement Link provides bundled plan services to private sector defined contribution retirement plans for small to mid-sized plans.
Responsibilities
The primary responsibility of the Business Support Specialist (“BSS”) is to develop and support processes that enable the timely delivery of sales and service to new and existing Retirement Link clients. The position reports directly to the Head of Business Support with accountability to the rest of the Retirement Link Leadership Team.

Primary Responsibilities
  • Support a group of J.P. Morgan external and internal client advisors and relationship managers (‘field partners”) to help them meet their objective and goals in a compliant, timely manner
  • Facilitate production of plan and participant communications including pricing models for prospects and existing clients
  • Facilitate plan changes including but not limited to, contractual agreements and investment menus
  • Coordinate appropriate reviews and completion of plan and participant communications
  • Support special project requests
  • Identify and communicate outstanding invoices to field partners, as well as, support aging fee invoicing and fee management for field partners


Qualifications:
Desired Competencies
  • Energetic, self-starter who thrives in fast paced team environment
  • Ability to provide high quality deliverables with competing priorities
  • Ability to manage multiple projects and continuously prioritize their deliverables
Education and Experience
  • Bachelor’s degree or equivalent combination of education and work experience
  • Demonstrated proficiency in Adobe Professional, Microsoft Office Word, Excel and PowerPoint required.
  • FINRA Series 6 or 7 licensed preferred
  • Intermediate Excel proficiency preferred.
  • Working knowledge of ERISA defined contribution plans preferred
  • Demonstrated proficiency in J.P. Morgan internal sites such as: NEXUS, WebCRD, FGS, Materials Library, SharePoint and FileNet preferred.


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