Wealth Management Estates Transaction Processing Associate

Job description

About J.P. Morgan Asset & Wealth Management J.P. Morgan Asset & Wealth Management (AWM), with client assets of $2.4 trillion, is a global leader in investment and wealth management. Serving institutions, high‑net‑worth individuals, and retail investors in every major market around the world, we offer investment management across all major asset classes—including equities, fixed income, alternatives, multi‑asset, and money market funds. We also provide individual investors with retirement solutions, brokerage, and banking services, including trusts and estates, loans, mortgages, and deposits. Role Overview: We are seeking a client‑focused professional with excellent communication skills to support beneficiary distributions for deceased clients’ retail brokerage and retirement accounts. The ideal candidate is a self‑starter who exercises sound judgment, applies critical thinking, and is comfortable engaging with investment representatives and a wide range of stakeholders. Job Responsibilities: - Partner closely with personal representatives, legal entities, beneficiaries, and licensed representatives to facilitate beneficiary distributions for retail brokerage and retirement accounts...