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JPMorgan Chase Retirement IRA & Check Services Specialist - Newark, DE in Newark, Delaware

Within J.P Morgan's Corporate & Investment Bank, you will be a part of the Market and Investor Services business, an area comprised of the world's leading securities and derivatives sales, trading, research and operations groups providing clients with a full suite of services to meet their specific needs. Our analysts are instilled with the drive to succeed in a challenging environment and enforce the need for timely execution of deliverables. You will be responsible for the accurate processing of transactions by meeting deadlines across domestic markets. You will gain valuable experiences with various investment banking products and services that have risk exposure. With the global footprint of our business you will get the chance to work with key personnel across our corporate centers and learn how to operate in a global economy.

Responsibilities:

  • Heavy interaction with sales force, call centers and Advisor Service Centers, Escalation Teams

  • Answer technical questions with respect to account types, transactions, tax reporting and general product rules and attributes

  • Oversight/Review/Reconciliation of tax data, tax forms, transactions, ledger breaks (Preliminary and/or Post tax filings or transaction execution)

  • Lead/Own department projects

  • Risk and Oversight/Control initiatives

  • State tax rule review and compliance

  • Attend and cover meetings

  • Review and opine on complex beneficiary designations and provide solutions

  • Create presentations

  • Special projects

Qualifications:

  • Experience working with Retirement Accounts, Contribution Plans, IRAs and Check Services is preferred

  • College degree is preferred

  • Understanding of tax reporting requirements for all retirement types related to forms 1099-r, 1099-Q, 5498 and 5498- ESA and plan specific reporting requirements

  • Experience in customer service with clients and other service teams - both operational, front and middle offices

  • Technology skills, including strong Microsoft Excel knowledge (macros, data clean-up), experience with presentations, data analysis (mainly toward the remediation/review area), and interest in new data tools is highly-preferred

  • Complete willingness and drive to take proactive ownership of processes - start to finish

  • Professional Phone/Electronic communication Etiquette

  • Problem solving capabilities

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

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