JPMorgan Chase & Co. jobs - Analyst

About Defined Contribution Consulting 

The Defined Contribution (DC) Consulting Solutions Team supports advisors in onboarding and servicing their retirement plan clients. The Client Associate position within the DC Consulting Solutions Team is directly involved in processing client onboarding forms, account maintenance tasks, program reporting, and advisory billing processes. 

Key Responsibilities: 

• Manage account opening process for new and existing clients, including collecting account-specific information, recording information in the account opening system, electronically retrieving relevant executed documentation from Advisors, and complying with Program procedures 

• Perform account maintenance tasks including address changes, etc. 

• Engage with Advisors to solve any account onboarding or maintenance issues 

• Support Program Management in preparing reporting for senior management 

• Support team in electronically delivering reporting to Advisors 

• Assist in the quarterly billing process 

• Complete ad hoc projects as needed 

Essential Skills & Experience: 

• 3-5 years of work experience in the financial services industry preferred 

• Bachelor's degree required 

• Proven ability to work independently and remotely 

• Takes initiative and has energy and confidence completing assignments with limited supervision 

• Superior time management and ability to manage/prioritize multiple priorities 

• Exceptional interpersonal, analytical, and communication skills (verbal & written, experience in writing client communications preferred) 

• Highly proficient user of Microsoft Word, PowerPoint, and specifically ExcelJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.