Asset Management - Financial Advisor Services - Analyst

Job description

Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that’s best for them. As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of responsibilities. These include acting as a resource for prospecting new business opportunities, establishing and managing client relationships, educating clients about our products, and identifying top advisors through calling efforts, mail/e-mail campaigns, and referrals. Job Responsibilities: - Partner with internal and external Client Advisors to generate revenue growth and client retention, including: - Prospect, close business, build relationships and promote JPMorgan mutual funds - Answer incoming phone calls to the JPMorgan Funds Financial Advisor Services desk regarding Funds products and services - Create client presentations; develop prep and follow up materials for client meetings - Assist Financial Advisors with JPMorgan Funds web site questions - Liaise with Internal...