JPMorgan Chase
Trading Services Associate
Columbus, OH · Full-time · Posted Oct 19, 2026
- Experience
- 3+ years in the wealth management/asset management industry or in a supporting role.
About the job
Supports managed investment programs and trading platforms by resolving trade-related issues, maintaining controls, and improving workflows and the advisor experience.
What you'll do
- Provide day-to-day trading and operational support, including researching issues in Order Management Systems (OMS).
- Handle trade inquiries, monitor workflows, and escalate complex issues or potential system, data, and process problems.
- Support audit, regulatory, and compliance deliverables, and contribute to training and knowledge sharing.
What they ask for
- 3+ years of experience in the wealth management/asset management industry or in a supporting role.
- Working knowledge of equity and fixed income securities, trade lifecycle, and basic investment concepts.
- Experience supporting advisory or managed-account programs, including SMA or UMA programs.
- Familiarity with trade restrictions, pre-trade controls, compliance-related trading rules, and FIX connectivity.
Nice to have
- SIE and FINRA Series 7 Series 99 license preferred.
- Experience with an OMS or managed-account trading environment; familiarity with LLMs, generative AI, or AI-powered analytics and workflow tools.
Tools
Order Management Systems (OMS), FIX
AI focus
Preferred familiarity with LLMs and generative AI tools to improve productivity, research, documentation, and business processes; developing experience with AI-powered analytics, workflow automation, or intelligent process tools to improve efficiency, reduce manual effort, or improve accuracy.
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