Asset Management - Customized Managed Account Solutions - Client Account Special
NaSPA, Inc., Columbus, OH, United States
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. The division offers investment management across all major asset classes, including equities, fixed‑income, alternatives, multi‑asset, and money market funds. We provide retirement products and services, brokerage and banking services, trusts and estates, loans, mortgages, and deposits for individual and institutional investors worldwide.
Client Account Specialist – Asset Management As a Client Account Specialist in our Customized Managed Account Solutions business, you will facilitate new account set‑up processes for Tax Smart Separately Managed Accounts (SMAs). You will monitor intermediary platforms for new account submissions, accurately record account attributes in internal systems, and partner with stakeholders to ensure timely implementation.
Responsibilities
Daily monitoring of new account submissions into our Tax Smart SMAs from intermediaries received via email or client portals.
Accurately record new account attributes (financial advisor details, strategy selection, client customization, tax budget for a tax transition) in internal systems to meet SLAs and support downstream processes such as performance calculation and fee billing.
Effectively communicate with client service and operations stakeholders to ensure smooth hand‑off of new account requests and to resolve identified issues.
Support updating and maintenance of account attributes based on requested changes from financial advisors.
Leverage the digital platform to produce tax transition reports upon advisor request.
Provide additional support to the broader SMA client service team, including internal MIS reporting, regulatory mailings, and aged debt monitoring.
Create and manage internal presentations to provide business/project updates.
Prioritize work, meet tight deadlines, and maintain strong attention to detail.
Interact and communicate confidently with internal stakeholders.
Maintain a strong control mindset and adhere to internal procedures to achieve process consistency.
Work successfully and efficiently in a team‑based environment.
Utilize judgment and discretion when handling highly confidential information.
Adapt to and drive change to improve the client experience and operational efficiency.
Qualifications
1–3 years of experience in asset management operations or client service roles.
Experience in retail SMA client service or operations is an advantage.
Expertise with Excel (pivot tables, formulas, etc.) and PowerPoint for creating and editing presentations.
Strong written and oral communication skills, able to deliver messages clearly and succinctly.
Demonstrated ability to multi‑task and re‑prioritize daily tasks.
Benefits & Compensation We offer a competitive total rewards package, including a base salary based on role, experience, skill set, and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity. Additional benefits include comprehensive health‑care coverage, on‑site wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Detailed compensation and benefits will be provided during the hiring process.
We are an equal‑opportunity employer and place a high value on diversity and inclusion. We do not discriminate on any protected attribute, offer reasonable accommodations for religious, mental health, or physical disability needs, and welcome applicants from all backgrounds. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.
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J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management. The division offers investment management across all major asset classes, including equities, fixed‑income, alternatives, multi‑asset, and money market funds. We provide retirement products and services, brokerage and banking services, trusts and estates, loans, mortgages, and deposits for individual and institutional investors worldwide.
Client Account Specialist – Asset Management As a Client Account Specialist in our Customized Managed Account Solutions business, you will facilitate new account set‑up processes for Tax Smart Separately Managed Accounts (SMAs). You will monitor intermediary platforms for new account submissions, accurately record account attributes in internal systems, and partner with stakeholders to ensure timely implementation.
Responsibilities
Daily monitoring of new account submissions into our Tax Smart SMAs from intermediaries received via email or client portals.
Accurately record new account attributes (financial advisor details, strategy selection, client customization, tax budget for a tax transition) in internal systems to meet SLAs and support downstream processes such as performance calculation and fee billing.
Effectively communicate with client service and operations stakeholders to ensure smooth hand‑off of new account requests and to resolve identified issues.
Support updating and maintenance of account attributes based on requested changes from financial advisors.
Leverage the digital platform to produce tax transition reports upon advisor request.
Provide additional support to the broader SMA client service team, including internal MIS reporting, regulatory mailings, and aged debt monitoring.
Create and manage internal presentations to provide business/project updates.
Prioritize work, meet tight deadlines, and maintain strong attention to detail.
Interact and communicate confidently with internal stakeholders.
Maintain a strong control mindset and adhere to internal procedures to achieve process consistency.
Work successfully and efficiently in a team‑based environment.
Utilize judgment and discretion when handling highly confidential information.
Adapt to and drive change to improve the client experience and operational efficiency.
Qualifications
1–3 years of experience in asset management operations or client service roles.
Experience in retail SMA client service or operations is an advantage.
Expertise with Excel (pivot tables, formulas, etc.) and PowerPoint for creating and editing presentations.
Strong written and oral communication skills, able to deliver messages clearly and succinctly.
Demonstrated ability to multi‑task and re‑prioritize daily tasks.
Benefits & Compensation We offer a competitive total rewards package, including a base salary based on role, experience, skill set, and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity. Additional benefits include comprehensive health‑care coverage, on‑site wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Detailed compensation and benefits will be provided during the hiring process.
We are an equal‑opportunity employer and place a high value on diversity and inclusion. We do not discriminate on any protected attribute, offer reasonable accommodations for religious, mental health, or physical disability needs, and welcome applicants from all backgrounds. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.
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