Client Data Analyst - Wealth Management Client Operations

Overview

Job Description
Join Wealth Management Client Operations and help deliver a first-class client experience through innovative digital solutions and intelligent automation. Be part of a team that safeguards the integrity of client data across Chase Wealth Management, J.P. Morgan Securities, and Private Bank. Support the evolution of digital wealth management, creating seamless experiences for investment clients. Thrive in a fast-paced, dynamic environment where continuous improvement and adaptability are valued. Make a meaningful impact by establishing best practices within J.P. Morgan and the industry.

As a Client Data Analyst in Wealth Management group, you will support full-service wealth clients, advisors, and self-directed clients by maintaining and validating critical account data. You will review and approve brokerage account maintenance requests, ensuring compliance with FINRA rules and industry regulations. Operating in a cross-...