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Wealth Management, Annuity / 529 Analyst

JPMorgan Chase Bank, N.A.

This is a Contract position in Los Angeles, CA posted September 9, 2021.


Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals.

Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

The U.S.

Private Bank advises families across the U.S.

through 45 offices and represents one of the largest growth opportunities for J.P.

Morgan Chase & Co.

In 2019, the U.S.

Private Bank was recognized by Euromoney as the 1 Private Bank Overall in North America.

Responsibilities: Address incoming document review requests for Annuity & 529 accounts; verify that all applicable documents are submitted by the licensed representative with emphasis on dates, signatures and funding details in order to transmit the request to the appropriate carrier Provide responses to Financial Advisors who have questions about product, process or cases written and/or follow up on pending cases.

Serve as escalation point for partner carriers & fund companies to resolve issues and paperwork discrepancies Collaborate with business partners to identify process gaps, implement change and bring issues to resolution Hours of operations for this role: Flexible between 9 am-8pm in Columbus, OH Qualifications Previous banking/insurance/office operations work experience is preferred Leadership Skills Demonstrated accountability; able to work both independently and as part of a team Strong Interpersonal Skills Demonstrated excellence in problem resolution and follow through Must be able to work in a fast paced production environment Prefer previous Annuity, 529 or comparable investment industry experience Requires Computer skills
– ability to train on multiple systems and navigate between them to complete job function Strong understanding of procedures and controls Attention to Detail Effective Time Management Skills Requires strong customer service skills Prefer Bachelor’s Degree in Finance/Business JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P.

Morgan and Chase brands.

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.

We are an equal opportunity employer and place a high value on diversity and inclusion at our company.

We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.Equal Opportunity Employer/Disability/Veterans