JOB DESCRIPTION
J.P. Morgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals, and retail investors in every major market throughout the world. For individual and institutional investors, the business provides retirement plan programs, products and services, brokerage and banking services including trusts and estates, loans, mortgages, and deposits.
As a Wealth Management, Life Insurance Case Management Specialist within J.P. Morgan Asset & Wealth Management, you will be focused on supporting the Life Insurance operations for the Private Bank and JP Morgan Advisors channels. You will be responsible for assisting the Life Specialists teams with application fulfillment, pipeline management, inventory management with BGA partner firms, system updates, and promoting the business growth. This role provides an opportunity to engage with clients and Advisors, produce and request product quotes, and leverage business data to support the growth of the business.
Job Responsibilities:
- Assisting with the collection of data and completion of required forms for informal cases and formal applications/forms
- Monitoring the status of pending cases; following up with back-office partners and carriers, as needed
- Submitting application packets through JP Morgan Operations and Central Supervision Review
- Perform account maintenance tasks including Initiate Requests, Policy Holder Services etc.
- May engage with clients and Advisors to remediate onboarding/maintenance issues
- Produce and request product quotes and illustrations
- Serve as a point of escalation for remediation of outstanding items needed in processing of in-flight business
- Analyze and leverage business data to support the growth of the business and produce reported as needed
- Complete ad hoc projects as needed
Required Qualifications, Skills and Capabilities:
- Strong written and verbal communication skills
- Must have MS PowerPoint and MS Excel skills
- Organizational and time management skills; ability to manage multiple priorities
- Proven ability to work independently while competently handling multiple responsibilities, with a high degree of accuracy, in a fast-paced high pressure environment
Preferred Qualifications, Skills and Capabilities:
- Bachelor’s degree strongly preferred or equivalent relevant industry experience
J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.
ABOUT US
JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 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.
