- Manage CRM activities by recording opportunities in Salesforce and maintaining accurate data
- Support financial administration, including funding processes and reconciliation activities
- Conduct competitor and market analysis to identify trends and opportunities
- Manage transfer processes, including follow-ups with providers and clients
- Support client engagement activities, including documentation and administrative requirements
- Prepare presentations and materials for client meetings, including research and portfolio insights
- Produce business reports, including monthly and quarterly performance reviews
- Enhance CRM and sales processes by improving reporting, analytics, and operational efficiency
- Support development and execution of outbound campaigns and distribution channel activities
- Analyze data to support financial planning, campaign effectiveness, and performance tracking
- Deliver actionable insights to stakeholders based on data analysis and reporting
- Experience in a similar role supporting financial services, wealth management, or sales operations
- Strong understanding of client servicing and sales lifecycle processes
- Ability to manage CRM systems and maintain data accuracy
- Strong analytical skills with ability to interpret and present data effectively
- Excellent verbal and written communication skills
- Strong stakeholder management and collaboration skills
- Ability to work independently in a fast-paced and demanding environment
- High attention to detail and strong organizational skills
- Proficiency in Microsoft Office tools including Excel, PowerPoint, Word, and Teams
- Understanding of confidentiality and client data sensitivity
- Advanced degree or relevant qualification such as MBA, CFA, CA, or FRM
- Experience with analytics and visualization tools such as Tableau or Alteryx
- Experience with Python language
- Familiarity with digital wealth management platforms or financial advisory environments
- Strong problem-solving and critical thinking capabilities
- Experience working with global teams across multiple regions
- Interest in financial markets and investment advisory processes
- Ability to adapt quickly to changing business needs and priorities
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 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.
Skills Required
- Experience in a similar role supporting financial services, wealth management, or sales operations
- Strong understanding of client servicing and sales lifecycle processes
- Ability to manage CRM systems and maintain data accuracy (Salesforce)
- Strong analytical skills with ability to interpret and present data effectively
- Excellent verbal and written communication skills
- Strong stakeholder management and collaboration skills
- Ability to work independently in a fast-paced and demanding environment
- High attention to detail and strong organizational skills
- Proficiency in Microsoft Office tools including Excel, PowerPoint, Word, and Teams
- Understanding of confidentiality and client data sensitivity
- Advanced degree or relevant qualification such as MBA, CFA, CA, or FRM
- Experience with analytics and visualization tools such as Tableau or Alteryx
- Experience with Python language
- Familiarity with digital wealth management platforms or financial advisory environments
- Experience working with global teams across multiple regions
- Interest in financial markets and investment advisory processes
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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