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JP Morgan Client Service works on day to day management of over 1800 Asset Management clients across the Institutional, Sub Advisory, and Alternatives client businesses. Responsible for developing, maintaining, and managing client relationships while maximizing opportunities and further penetrating target markets to achieve business goals. The Client Service team works heavily on process improvements and driving change through collaboration across all businesses from Sales, Investments, Technology, Legal, and Operations. A Client Service role is perfect for anyone looking to drive change and demonstrate measurable results to drive efficiency and an improved client experience.

As a Correspondence Specialist within the Client Service team you will be responsible for supporting shareholders, financial advisors, and internal clients through written communication, handling large mailings, writing letters and emails, confirming audit requests for shareholder accounts, and performing some phone work. The role also requires collaboration with Shareholder Services, Client Solutions, and other internal service teams. The job provides an opportunity to demonstrate strong written, listening/reading and oral communication skills, service skills, research skills, and multitasking abilities.

Job Responsibilities

• Write letters and emails for a varied audience including shareholders, prospective clients and financial advisors.

• Confirm audit requests for shareholder accounts.

• Perform some phone work and light filing in support of everyday duties.

• Work closely with Shareholder Services, Client Solutions and other internal service teams.

Required qualifications, capabilities, and skills

• strong written, listening/reading and oral communication skills.

• strong service skills and the ability to identify with internal and external clients.

• Research skills in gathering information from a variety of sources to find answers to specific questions.

• Excellent teamwork and ability to work with internal team members and people in other departments.

• Organization /attention to detail when completing work in an orderly manner and the ability to focus on small details.

• Strong multitasking skills and maintaining focus while shifting from one workflow/task to another.

Preferred qualifications, capabilities, and skills

• Bachelor's Degree preferred

• Series 6 and 63 are encouraged but not required.

JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans