JPMorgan Chase
Asset Management - Shareholder Services - Analyst
Columbus, OH · Full-time · Posted Sep 17, 2026
- Education
- Bachelor's Degree or equivalent client service experience
About the job
Provides service and support to financial advisors and investors in J.P. Morgan Funds, resolving account issues, processing transactions, and explaining investment and savings products.
What you'll do
- Resolve shareholder account issues and support onboarding.
- Process trades, fulfill information requests, and develop customer solutions.
- Educate clients about JPMorgan products, retirement accounts, and education savings.
What they ask for
- FINRA Securities Industry Essentials, Series 6, and Series 63 licenses, or obtain them within 120 days of starting.
- High energy, a positive attitude, and exceptional service skills.
- Bachelor’s degree or equivalent client service experience.
- Industry knowledge; strong communication, relationship-building, problem-solving, and attention-to-detail skills.
Model-written summary · the original posting is authoritative