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Wealth Management - CWM Operations, Investment Servicing Specialist

Req #: 180035081
Location: Plano, TX, US
Job Category: Asset Management
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.


  • Control the work flow by reviewing incoming requests and determining the appropriate processing area, verification of paperwork including, amount verification, and dates and signatures. 
  • Verify that all applicable documents are submitted by the licensed representative in order to transmit the request to the appropriate carrier. 
  • Provide ancillary phone coverage to the sales support center, (time frames for the number of hours spent on the phone will vary based on workload and scheduling) after an initial training period. 
  • Provide responses to Financial Advisors who have questions about product, process or cases written and/or follow up on pending cases.   


  • Previous banking/insurance/office operations work experience is preferred 
  • Must be able to work in a fast paced production environment       
  • Prefer previous 529 plan, mutual fund or comparable investment industry experience
  • Requires Computer skills – ability to train on multiple systems and toggle between them to complete job function
  • Requires understanding and ability to follow procedures and controls
  • Requires strong customer service skills
  • Prefer Bachelor’s Degree in Finance/Business
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