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Wealth Management - Service Center Communications Coordinator

Req #: 180003139_2
Location: San Antonio, TX, US
Job Category: Customer Service
Job Description:

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, 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. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

As a Service Center Communications Coordinator you will be responsible for all communications sent to the CWM Service Centers in Columbus, Westerville, Chicago and San Antonio. Your primary responsibilities will include content writing, organizing and distributing the WM Rundown as well as any communications that need to be sent outside of the WM Rundown.
Key Responsibilities
  • Writing and organizing of content for WM Rundown and Quarterly Town Hall presentations
  • Coordinating notifications of urgent issues
  • Work with team members to document changes to policies/procedures and knowledge management system updates
  • Must ensure activities are completed in a timely fashion to ensure content is ready for distribution
  • Send communications to Service Centers as needed related to system issues/business resiliency
  • Safeguarding our clients, employees and business through disciplined execution of controls
  • Fostering and developing partnerships across the enterprise
  • Occasionally participating in projects; small to medium impact projects
  • Support Service Centers in event of business resiliency needs
  • 2+ years of experience in the CWM Service Center - Preferred
  • Self-driven, excellent interpersonal/communication and organizational skills; strong written communication skills
  • Extremely organized and detail oriented, demonstrating advanced knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.)
  • Ability to manage a heavy workload in various stages of completion with little supervision
  • Exceptional follow-up and follow-through skills
  • Maintain high performance in current CWM Service Center role
  • Ability to work both independently and as a team player
  • Advanced business application and business process knowledge (including Managed Accounts)
  • Ability to manage multiple priorities in a fast paced environment; adaptive to change
  • Aptitude for identifying process improvement opportunities
  • Series 7, 63 or 66 licensed required
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