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Asset Management - Application Support Analyst

Job Description

J.P. Morgan is a global leader in asset management services. As the Asset Management line of business in JPMorgan Chase & Co., we serve four distinct client groups through three businesses: institutional and retail clients through Investment Management, ultra high net worth clients through the Private Bank, and high net worth clients through Private Wealth Management. With assets under supervision of $1.7 trillion and assets under management of $1.2 trillion, we are one of the largest asset and wealth managers in the world.

J.P. Morgan Asset Management is a leading asset manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match. With clear focus on managing client assets and delivering strong risk-adjusted returns, more than 650 investment professionals provides over 200 different strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity and take leadership positions in America, U.K., Continental Europe, Asia, and Japan
 
Job Description:
 
The Applications Support Analyst – Client Onboarding Support serves as a liaison between the user community (including Bankers, Banker Associates, and Investment Assistants), operations, and technology. The Applications Support Analyst works as part of a team to provide front line user support to the front office, middle office, and operations in support of the key applications, Client Onboarding and Workstation.  The successful candidate will be passionate about service, with the ability to work independently and as part of a team, have an interest in technology, and will use communication and relationship management skills to ensure absolute user satisfaction with the services provided.
 
Responsibilities:
  • Delivering high quality service to Global Wealth Management front office, middle office, operations and technology employees
  • Providing support on the key applications: Client OnBoarding and Workstation
  • Using your knowledge and exemplary customer service skills to resolve phone and email inquiries regarding creating clients, KYC completeness, account opening, data quality issues, application usage/errors, workflow questions, and other miscellaneous items
  • Documenting all inquiries, troubleshooting steps and resolutions in HP Service Manager
  • Ensuring the accurate and timely escalation and resolution of all inquiries
  • Participating in User Acceptance Testing (UAT) phases for defect fixes, enhancements, and other strategic initiatives. (Will require weekend work.)
  • Working with the business, technology, and operations to manage competing priorities
  • Liaising with Technology project managers/business analysts on assigned topics to understand technology, conduct knowledge transfer sessions, and ensure team knowledge is current
  • Creating/updating knowledge documents and reviewing with team during formal knowledge sharing sessions
  • Ad-hoc management reporting as required
Requirements/Objectives
  • Promote the technology agenda and be an ambassador for AMIAS and the Technology Franchise
  • Significantly improve the quality of service and proactively contribute to the enhancement of the user experience
  • Be user centric and manage the relationship throughout the resolution process with regular end-user updates
  • Contribute to added value, user intelligence through the timely and accurate capture of high quality data in our systems
  • Support the build out of a prudent Global Support model through the adoption of all business processes and best practices. Demonstrate discipline and process rigor
  • Take ownership of your own development and drive excellence in your area of expertise
  • Promote the technology agenda and be an ambassador for AMIAS and the Technology Franchise.  Engage with our business partners and enhance your network

 

  • Private Bank, Private Wealth Management or Chase Private Client experience preferred
  • Undergraduate degree preferred; concentration in Finance or Business Management a plus
  • 2 - 3 years of financial industry experience
  • Experience with client onboarding, KYC, account opening, trusts & estates
  • Investment products, Brokerage or Securities industry experience a plus
  • Technology call center experience a plus
  • Intermediate-to-advanced knowledge of Word, Excel, PowerPoint and web-based technologies
  • Ability to communicate with all levels within the Firm
  • Exemplary customer service, organizational and disciplined time management skills that render positive results
  • Highly disciplined, self-starter with the ability to multi-task and juggle competing priorities with an extreme level of detail, accuracy, confidentiality, diplomacy, and initiative
  • Customer focused and service oriented, with a proactive customer approach
  • Must be willing and able to work weekends as required
  • Must be willing and able to work flexible shifts
Preferred Skills:
  • Demonstrated ability to establish and maintain effective customer and peer relationships
  • Detail oriented with superior written, verbal, and problem solving skills
  • Ability to work effectively as a member of a team, demonstrate a responsible work ethic, high level of professionalism and sound judgment
  • Ability to apply business knowledge to new situations
  • Strong capacity for operating under pressure in a flexible, dynamic environment where creative and strategic thinking is required
  • Using/supporting the Client Onboarding and Workstation applications a plus
  • Significantly improve the quality of service and proactively contribute to the enhancement of the user experience
  • Be user centric and manage the relationship throughout the resolution process with regular end-user updates
  • Contribute to added value, user intelligence through the timely and accurate capture of high quality data in our systems
  • Support the build out of a prudent GlobalSupport model through the adoption of all business processes and best practices. Demonstrate discipline and process rigor
  • Take ownership of your own development and drive excellence in your area of expertise
  • Promote the technology agenda and be an ambassador for AMIAS and the Technology Franchise.  Engage with our business partners and enhance your network
Req #: 160030394
Location: New York, NY US
Job Category: Asset Management
Employment Type: Full Time
Potential Referral Amount: 3000 US Dollar (USD)

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