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Last updated: 16 hours ago

Wealth Management Estates Transaction Processing Associate

JPMorgan ChasePlano, TX, United States
Full-time

Morgan Asset & Wealth Management (AWM), with client assets of $2.Serving institutions, high-net-worth individuals, and retail investors in every major market around the world, we offer investment m... Show more

HR Coordinator - In Office

Benchmark MortgagePlano, Texas
Full-time

Benchmark believes having a positive attitude uplifts everyone around you.This is especially important for our HR Coordinator as they serve as a point of contact for employee questions.The HR Coord... Show more

House Sitter

HouseSitter.comGarland, Texas, USA
$50.00 hourly
Full-time

Are you a responsible and trustworthy individual residing in or near Garland, Texas? I am seeking a reliable house sitter to assist with pet feeding, mail collection, plant care, and trash & re... Show more

Commissions Processing Analyst

Agile People and Payroll LLCRichardson, TX, United States
$50,000.00 yearly
Full-time

Commissions Processing Analyst.Agility Insurance Services is a premier Field Marketing Organization (FMO) specializing in Medicare, life, and health insurance products.Our focus on innovation, supp... Show more

Mail Services Associate Part-time (12 pm - 5 pm) M-TH

The Millennium GroupAddison, TX, USA
$16.50 hourly
Part-time
Quick Apply

Now is a great time to join our growing company! The Millennium Group (TMG) is an award-winning business process outsourcing firm focused on print, mail, document scanning, reception, and related o... Show more

Merchant Consultant

Universal ProcessingPlano, TX, US
Full-time
Quick Apply

Are you ready to go uP?  We are named in Top Workplaces NYC for 2024 We are one of the winners of USPAACC’s Fast 100 Asian American Business awards We are recognized as one of the Top 50... Show more

Accounts Payable Specialist

Kapp's Green LawnPlano, TX, United States
$33.00 hourly
Full-time

Now Hiring Accounts Payable Specialist.Fairway Corporation is seeking a dependable and detail-oriented Accounts Payable Specialist to join our finance team on a contract basis.In this role, you wil... Show more

Deposit Operations Specialist I - Card Services

First United Bank & TrustParkwood,Plano
Full-time

This position is responsible for providing exceptional customer service to bank customers as well as representatives at the Community Banks in regard to card issuance, card maintenance, and cardhol... Show more

Mail Hauler / Mail contractor - CDL Truck Driver / Local

B & B TruckingPLANO, TX, USA
$17.80 hourly
Full-time

B&B Trucking is committed to offering our drivers the best working environment with more home time, dedicated runs and a consistent schedule.We are a family run business and know that you value the... Show more

 • Promoted

Data Processing Assistant

TradeJobsWorkforce75238 Dallas, TX, US
Full-time

As a Data Processing Assistant, you will be responsible for inputting and maintaining accurate data records, including: input data accurately into company systems.Duties and responsibilities can ch... Show more

 • Promoted

Benefits Account Manager

US012 Marsh & McLennan Agency LLCWalnut Hill Lane,Dallas
Full-time

ESSENTIAL DUTIES & RESPONSIBILITIES:.Enter client data into Benefit Point adequate to complete following:.Update Client Rates and Plans tab with final agreed information within 5 workdays of client... Show more

Bilingual Business Development Associate

Universal Processing LLC (uP)Plano, TX, United States
Full-time

Business Development Associate.This role is intended for Spanish/Vietnamese fluent speakers.We are named in Top Workplaces NYC for 2024.We are one of the winners of USPAACC's Fast 100 Asian America... Show more

Jr Accounting Bookkeeper

VRX, Inc.Plano, TX, United States
Full-time

VRX is a woman-owned professional services firm certified as a WBE and HUB.We provide turnkey services to the public and private sectors.Our specialties include client-focused program and asset man... Show more

Sr. Recruiter

JabilRichardson, TX, United States
Full-time

At Jabil, we are proud to be a trusted partner for the world's top brands, offering comprehensive engineering, supply chain, and manufacturing solutions.With 60 years of experience across industrie... Show more

Aimbridge Corporate - Senior Merchant Processing Optimization Analyst

Aimbridge HospitalityPlano, TX, US
Full-time

The Senior Merchant Processing Optimization Analyst plays a pivotal role in enhancing treasury and merchant processing operations.The position focuses on financial reporting, quality improvement, c... Show more

Administrative Assistant

Murray ResourcesPlano, TX, US
Permanent
Quick Apply

A well-established professional services firm is seeking an.This role is ideal for someone who enjoys wearing multiple hats, thrives in a collaborative environment, and takes pride in keeping an of... Show more

Processing Technician

Daisy BrandGarland, TX
$20.00 hourly
Full-time

We are looking for motivated individuals who are detail-oriented and exhibit a strong desire to learn and grow.While managing a 24/7 production operation, the Daisy Brand Processing Team strives to... Show more

Chemical Batch Processing Operator

IFS Industries- USAGarland, TX, US
Full-time
Quick Apply

Are you precise, safety-focused, and ready to make products that hold the world together? .Step into a role where attention to detail meets teamwork.You’ll measure, mix, and process raw materials i... Show more

 • New!

Part-Time Leasing Consultant

Avenue5 Residential, LLCRichardson, TX, US
$18.00 hourly
Part-time

Unlock your potential with Avenue5 Residential.We take care of you, so you can take care of our residents, properties and clients.Property management may be our business, but people are our passion... Show more

People also ask
Wealth Management Estates Transaction Processing Associate

Wealth Management Estates Transaction Processing Associate

JPMorgan ChasePlano, TX, United States
2 days ago
Job type
  • Full-time
Job description

Client Data Position

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 classesincluding 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.
  • Review and validate client documentation to ensure compliance with firm requirements, including death certificates, court appointments, small estate affidavits, trust documents, affidavits of domicile and debt, tax waivers, and payment distribution forms.
  • Request account liquidations as needed to fulfill distribution instructions.
  • Calculate payments based on beneficiary designations and entitlements; execute distribution payments on behalf of beneficiaries.
  • Perform reporting and data analysis to track cases, resolve issues, and identify process improvements.
  • Adhere to documented workflows, controls, and procedures while maintaining a high standard of accuracy and confidentiality.

Required Qualifications, Capabilities, and Skills

  • Demonstrate experience reviewing client documentation, following structured workflows, and adhering to procedures.
  • Exhibit strong organizational and time-management skills with the ability to prioritize in a fast-paced environment.
  • Communicate effectively with excellent verbal and written communication skills; confidently engage with stakeholders at all levels.
  • Analyze and solve problems as an effective analytical thinker with strong attention to detail.
  • Operate independently with minimal supervision while exercising discretion in handling confidential information.
  • Utilize advanced Microsoft Office skills (e.g., Excel, Word, PowerPoint).
  • Display a client-first mindset with the ability to build trust-based relationships.

Preferred Qualifications, Capabilities, and Skills

  • Possess 3+ years of experience in the securities industry and back-office functions.
  • Apply prior legal or estate processing experience.
  • Partner collaboratively with key stakeholders and influence decisions across levels.
  • Hold a bachelor's degree.
  • Demonstrate a history of supporting organizational change and continuous improvement.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans