Job Information
JPMorgan Chase Transactions Specialist III - Retirement Services Estate Management Team in Indianapolis, Indiana
Join Chase, on our Estate Management Team as a Transactions Specialist in the Retirement Services Operations Department in Indianapolis, IN.
As a Transactions Specialist IIIon our Estate Management Team your primary responsibility is to support bankers and our clients with their legacy Individual Retirement Arrangement (IRA) accounts. You will also process distributions to IRA owners and beneficiaries as well as account maintenance. You will be dynamic; seeking opportunities to take initiative, adjust to change and drive improvements in both our processes and the customer's experience. You will seek opportunities to take initiative, adjust quickly to change, have a positive attitude, and take responsibility for results. You will deliver a great customer experience, even when handling challenging situations.
Job responsibilities
Navigate multiple technologies while demonstrating resiliency and extreme adaptability in a fast-paced environment
Review documentation for accuracy, including legal documents and state-specific forms, for distribution in a timely manner
Communicate effectively with peers, management, and across lines of business
Contribute to a culture of continuous improvement by sharing ideas for improvement
Demonstrate excellent communication, negotiation, and decision-making skills while staying engaged with our customers
Abide by all applicable regulatory and departmental practices and procedures
Required qualifications, capabilities, and skills
2 years experience working in a Data Entry/Operations environment accurately completing client requests with urgency to meet deadlines
Experience responding to client requests in a metrics-driven environment
Experience with Microsoft Office products (e.g., Word, Excel); Windows operating systems; databases; instant-messaging tools; online video conferencing
Experience reviewing legal documents and familiarity with Individual Retirement Arrangement (IRA) Accounts
Work Schedule: Candidates must be willing and able to work schedules during our operating hours, which may include evenings and weekends. The Recruiter will provide specific schedule information. This position requires that you attend training sessions as scheduled. Training hours may not coincide with your regularly scheduled hours.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans