Private Wealth Management (
PWM) is J.P.Morgan's comprehensive wealth management solution for high net worth clients with net worth between $1-25 million. Combining the deep capabilities of a leading global financial institution with the intimacy of a boutique firm, Private Wealth Management has 86 offices across the United States. Our model is designed to preserve and grow our clients' wealth through a disciplined investments approach, estate planning and tailored banking and credit solutions.
Within PWM, a segmented business called
Private Client Direct
(PCD) focuses on clients who maintain smaller balances with the firm. These emerging clients represent a key area of focus to drive growth for PWM. The two primary goals of PCD are to grow revenue and total client positions as well as transfer large relationships to the established client relationship teams in PWM.
in Private Client Direct, you will be responsible for the support and retention of emerging high net worth client relationships. You will support Trust Officers who handle revenue producing books of business and manage the daily administration of trust accounts in accordance with the firm's responsibilities as fiduciary.
Specific Duties will include:
Provide superior client service
Respond to client requests and issues and anticipate client needs.
Proactively contact clients regarding issues such as overdrafts
Draft administrative reviews
Draft new business memos and requests for discretionary funds
Handle distributions, complete account maintenance and reviews, and management of overdrafts
Gather and input information related to client profiles and requests.
Oversee work performed by various partner groups to ensure the smooth operation of assigned trust accounts.
Initiate and/or approve internal workflows to update name & address records, standing payment instructions and money transfers, such as wires and checks.
Complete power to adjust calculations
Research rights of withdrawal, unitrust
Cancel statements, payments, fees, etc.
Bachelor's degree preferred
A minimum of 1-3 years experience in the financial services industry, preferably in client service and trusts & estates roles
Experience in the administration and support of trusts including general understanding of fiduciary products and fundamental fiduciary transaction concepts
Outstanding client service skills
Excellent communication skills including both telephone and written communications
Good listening and problem solving skills
Strong computer skills including proficiency with trust accounting systems
Ability to quickly learn the basics of banking, investments, and financial planning
Experience with JPMorgan fiduciary platform a plus
JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.
US-IN-Indianapolis-Chase Tower Indianapolis / 53050
Asset & Wealth Management
JPMorgan Chase - 13 months ago
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