AWM Managed Account Trade Support

Description

Are you looking to join a team that upholds a culture of excellence and delivers top-tier managed product offerings across diverse platforms and clients? As a Trade Support Associate, you will play a vital role in supporting our diverse partners-including third-party portfolio managers, Financial Advisors, Business, Operations, and Technology-by providing essential front-line support related to trade booking and settlement.

Key Responsibilities:

• Partner with third-party portfolio managers to support daily trade lifecycle activities.
• Address phone and email inquiries related to trading, data quality, application usage, and other topics, ensuring clear and supportive communication.
• Collaborate with Product Owners to resolve system issues and drive improvements.
• Gather, analyze, and interpret large sets of data and information to draw insights and recommend process enhancements.
• Serve as the first point of contact for internal and external partners, building strong relationships and trust.
• Identify and mitigate business risks to contribute to a safe and effective work environment.
• Support audit, regulatory, and compliance deliverables with attention to detail and integrity.
• Contribute to ongoing procedure and process analysis to help shape and improve workflows.

Required Qualifications, Skills, and Capabilities:

• Demonstrate 3+ years of experience in wealth management, asset management, or a support role.
• Exhibit proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and a willingness to learn new software.
• Show self-motivation and discipline, with the ability to work independently and take initiative.
• Collaborate effectively as a team player, demonstrating a strong work ethic and professionalism.
• Apply excellent attention to detail, with strong written, verbal, and problem-solving skills.
• Display outstanding organizational and time management abilities.
• Adapt and thrive in a fast-paced, dynamic environment where creative and strategic thinking are valued.

Preferred Qualifications, Skills, and Capabilities:

• Demonstrate experience supporting trade booking and settlement processes.
• Apply knowledge of audit, regulatory, and compliance requirements within financial services.
• Utilize advanced data analysis skills to drive process improvements.
• Exhibit experience building relationships with diverse partners, including Financial Advisors, Business, Operations, and Technology teams.
• Embrace opportunities to contribute to change management and workflow optimization initiatives.

ABOUT US

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Client-provided location(s): Columbus, OH, Newark, DE

Job ID: JPMorgan-210692313

Employment Type: FULL_TIME

Posted: 2026-01-10T19:06:47