Description

About J.P. Morgan Asset & Wealth Management

J.P. Morgan Asset & Wealth Management (AWM), with client assets of $2.4 trillion, is a global leader in investment and wealth management. Serving institutions, high‑net‑worth individuals, and retail investors in every major market around the world, we offer investment management across all major asset classes-including equities, fixed income, alternatives, multi‑asset, and money market funds. We also provide individual investors with retirement solutions, brokerage, and banking services, including trusts and estates, loans, mortgages, and deposits.

Role Overview

We are seeking a client‑focused professional with excellent communication skills to support beneficiary distributions for deceased clients' retail brokerage and retirement accounts. The ideal candidate is a self‑starter who exercises sound judgment, applies critical thinking, and is comfortable engaging with investment representatives and a wide range of stakeholders.

Job Responsibilities

• Partner closely with personal representatives, legal entities, beneficiaries, and licensed representatives to facilitate beneficiary distributions for retail brokerage and retirement accounts.
• Review and validate client documentation to ensure compliance with firm requirements, including death certificates, court appointments, small estate affidavits, trust documents, affidavits of domicile and debt, tax waivers, and payment distribution forms.
• Request account liquidations as needed to fulfill distribution instructions.
• Calculate payments based on beneficiary designations and entitlements; execute distribution payments on behalf of beneficiaries.
• Perform reporting and data analysis to track cases, resolve issues, and identify process improvements.
• Adhere to documented workflows, controls, and procedures while maintaining a high standard of accuracy and confidentiality.

Required Qualifications, Capabilities, and Skills

• Demonstrate experience reviewing client documentation, following structured workflows, and adhering to procedures.
• Exhibit strong organizational and time-management skills with the ability to prioritize in a fast-paced environment.
• Communicate effectively with excellent verbal and written communication skills; confidently engage with stakeholders at all levels.
• Analyze and solve problems as an effective analytical thinker with strong attention to detail.
• Operate independently with minimal supervision while exercising discretion in handling confidential information.
• Utilize advanced Microsoft Office skills (e.g., Excel, Word, PowerPoint).
• Display a client-first mindset with the ability to build trust-based relationships.

Preferred Qualifications, Capabilities, and Skills

• Possess 3+ years of experience in the securities industry and back-office functions.
• Apply prior legal or estate processing experience.
• Partner collaboratively with key stakeholders and influence decisions across levels.
• Hold a bachelor's degree.
• Demonstrate a history of supporting organizational change and continuous improvement.

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.