Trading Services Analyst
Join a team where your expertise shapes the future of Insurance and Retirement Operations. As a Trading Services Analyst, you will make a meaningful impact by improving processes and ensuring quality standards. This role offers a dynamic environment that encourages creativity, innovation, and high performance. You will collaborate with business partners and global teams to drive operational excellence. Be part of a company that values your growth and supports your professional journey.
Job Summary
As a Trading Services Analyst in Insurance and Retirement Operations, you review applications, additions, and post-issue documents submitted by Financial Advisors. You help identify process gaps, propose improvements, and develop effective controls. We work together to ensure consistent implementation of policies and procedures while maintaining high standards of quality. Your contributions help us deliver reliable solutions and strengthen our operations.
Job Responsibilities
- Review and evaluate new business applications, additions, and post-issue documents
- Collaborate with business partners to implement system, policy, and procedural enhancements
- Propose and implement process improvements
- Ensure adherence to established policies and procedures
- Support business partner deliverables and document quality standards
- Manage relationships with global partners
- Lead process improvement initiatives
- Identify opportunities for operational improvement
- Demonstrate understanding of Insurance and Retirement processes
- Represent the team to internal and external stakeholders
- Coach and mentor team members
Required Qualifications, Capabilities, and Skills
- Three years of relevant experience in service, project management, or support roles
- Advanced proficiency in MS Office, including Excel and Access
- Strong customer service orientation with a goal-focused mindset
- High sense of urgency and professionalism
- Excellent analytical skills and attention to detail
- Outstanding communication and interpersonal skills
- Ability to collaborate at all organizational levels
- Strong organizational skills for managing tasks within strict timelines
- Flexibility to work non-standard hours, including early mornings, late evenings, and weekends
Preferred Qualifications, Capabilities, and Skills
- Experience in Insurance and Retirement Operations
- Proven ability to lead process improvement initiatives
- Strong relationship management skills with global partners
- Experience documenting business requirements and quality standards
- Advanced problem-solving skills for process reengineering
- Experience supporting business partner deliverables
Additional Information:
- Shift Schedule: Night Shift
- Work Setup: Full Time Onsite
In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged
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 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.
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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.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion