Wealth Management, Asset Servicing Specialist

Private Bank Operations supports the JPMorgan Private Bank, the world’s premier service provider for ultra- wealthy individuals. The Private Bank’s goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations. Located in Newark, Delaware, the 400 members of Private Bank Operations provide end-to-end support for all aspects of the client banking experience, working closely with sales, service, and product specialty groups.

JPMorgan Chase is a leading global financial services firm with assets of $1.1 trillion and operations in more than 50 countries. The firm is a leader in investment banking, financial services, transaction processing, asset and wealth management, and private equity. Under the JPMorgan and Chase brands, the firm serves millions of consumers and many of the most prominent corporate, institutional and government clients in the world. With over 6000 employees in Delaware, we are a great place to start- or continue- your banking career.

What we do:

Asset Service comprise of Corporate Action, Income Collection and Oversight and Controls. The Asset Service Specialist will perform broadly across these disciplines to support the Operations and Business needs of our clients. The Specialist will perform Corporate Action and Income Collection activities and participate in the Oversight and Control functions to ensure a well-controlled environment. Responsibilities will include but not limited to client corporate action notification, case/event management, promptly investigate and thoroughly respond to client inquiries, perform research using various internal and industry toolsets, process transactions, service inbound hotline calls and work closely with Client Service, Middle Office, Operations and other internal business partners.

Asset Service performs a number of critical functions driven by various market activities in support of our client’s investment portfolios. The Asset Service Specialist must execute client instructions and react to market driven activities with urgency and focus on accuracy and timeliness. The Specialist must be able to multi-task and focus on multiple events while observing these critical dates to avoid financial risk.

Who we do it for:

Asset Service supports the Private Bank clients through direct and indirect interactions with Client Services, Investors and Outside Portfolio Managers.

Core Responsibilities

Other Responsibilities

Required Experience/Skills

Preferred Experience/Skills