Senior Associate - Wealth Services Support

• Manage CRM activities by recording opportunities in Salesforce and maintaining accurate data
• Support financial administration, including funding processes and reconciliation activities
• Conduct competitor and market analysis to identify trends and opportunities
• Manage transfer processes, including follow-ups with providers and clients
• Support client engagement activities, including documentation and administrative requirements
• Prepare presentations and materials for client meetings, including research and portfolio insights
• Produce business reports, including monthly and quarterly performance reviews
• Enhance CRM and sales processes by improving reporting, analytics, and operational efficiency
• Support development and execution of outbound campaigns and distribution channel activities
• Analyze data to support financial planning, campaign effectiveness, and performance tracking
• Deliver actionable insights to stakeholders based on data analysis and reporting

• Experience in a similar role supporting financial services, wealth management, or sales operations
• Strong understanding of client servicing and sales lifecycle processes
• Ability to manage CRM systems and maintain data accuracy
• Strong analytical skills with ability to interpret and present data effectively
• Excellent verbal and written communication skills
• Strong stakeholder management and collaboration skills
• Ability to work independently in a fast-paced and demanding environment
• High attention to detail and strong organizational skills
• Proficiency in Microsoft Office tools including Excel, PowerPoint, Word, and Teams
• Understanding of confidentiality and client data sensitivity

JPMorganChase, 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.