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.