Client Data Analyst - Wealth Management Client Operations

Overview

Join Wealth Management Client Operations and help deliver a first-class client experience through innovative digital solutions and intelligent automation. Be part of a team that safeguards the integrity of client data across Chase Wealth Management, J.P. Morgan Securities, and Private Bank. Support the evolution of digital wealth management, creating seamless experiences for investment clients. Thrive in a fast-paced, dynamic environment where continuous improvement and adaptability are valued. Make a meaningful impact by establishing best practices within J.P. Morgan and the industry.

Job responsibilities

• Review and approve brokerage account maintenance service requests in accordance with FINRA rules and industry regulations.
• Support full-service wealth clients, advisors, and self-directed client data and documentation for CWM, JPMS, and PB.
• Leverage risk management mindset to validate client data and governing documentati...