Solutions Assistant
JPMorgan Chase · Posted Oct 27
Global banking, investment, credit card, mortgage, and asset management services
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About the role
J.P. Morgan Personal Investing (JPMPI) is the firm's digital wealth manager, and the India-based Wealth Services team operates as an extension of the UK team supporting end-to-end sales lifecycle activities. The team delivers operational, analytical, and reporting support to Wealth Managers and Consultants with a focus on client service excellence. This role provides CRM management, financial administration, market and competitor analysis, campaign support, and business reporting across the sales lifecycle.
What you will do
- Manage CRM activities by recording opportunities in Salesforce and maintaining accurate data
- Support financial administration, including funding processes and reconciliation activities
- Conduct competitor and market analysis to identify trends and opportunities
- Manage transfer processes, including follow-ups with providers and clients
- Support client engagement activities, including documentation and administrative requirements
- Prepare presentations and materials for client meetings, including research and portfolio insights
- Produce business reports, including monthly and quarterly performance reviews
- Enhance CRM and sales processes by improving reporting, analytics, and operational efficiency
- Support development and execution of outbound campaigns and distribution channel activities
- Analyze data to support financial planning, campaign effectiveness, and performance tracking
- Deliver actionable insights to stakeholders based on data analysis and reporting
Skills used in this role
What the employer is looking for
- Experience in a similar role supporting financial services, wealth management, or sales operations
- Strong understanding of client servicing and sales lifecycle processes
- Ability to manage CRM systems and maintain data accuracy
- Strong analytical skills with ability to interpret and present data effectively
- Excellent verbal and written communication skills
- Strong stakeholder management and collaboration skills
- Ability to work independently in a fast-paced and demanding environment
- High attention to detail and strong organizational skills
- Proficiency in Microsoft Office tools including Excel, PowerPoint, Word, and Teams
- Understanding of confidentiality and client data sensitivity
Preferred qualifications
- Advanced degree or relevant qualification such as MBA, CFA, CA, or FRM
- Experience with analytics and visualization tools such as Tableau or Alteryx
- Experience with Python language
- Familiarity with digital wealth management platforms or financial advisory environments
- Strong problem-solving and critical thinking capabilities
- Experience working with global teams across multiple regions
- Interest in financial markets and investment advisory processes
- Ability to adapt quickly to changing business needs and priorities
Benefits and support
- Compensation and benefits are detailed in the job posting
About JPMorgan Chase
JPMorgan Chase & Co. is one of the oldest, largest, and most diversified financial services institutions in the world. Operating globally through the J.P. Morgan and Chase brands, the firm provides a comprehensive range of financial solutions including investment banking, consumer and commercial banking, transaction processing, and asset management. Serving millions of consumers and many of the world's most prominent corporate, institutional, and government clients, the company combines deep market expertise with extensive technological investments.
- Industry
- Banking
- Company size
- 320000+ employees
- Founded
- 1799
- Location
- New York, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Global Chief Information Officer
CEO, Asset & Wealth Management
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