Investment Services - Document Processing Specialist - Chicago, IL
Posted on: 13 Mar 2021
Chicago, IL
Job Description
The Investment Services Document Processing Specialist is responsible for independently handling research-related processing with a designated timeframe to meet Service Level Requirements.
Internal Description
The Investment Services Document Processing Specialist is responsible for independently handling research-related processing with a designated timeframe to meet Service Level Requirements. Performs research requests, document retrievals, fulfils subpoenas, entering and updating client information, incoming and outgoing mail, return mail and completes brokerage account verifications.
Internal Description
The Investment Services Document Processing Specialist is responsible for independently handling research-related processing with a designated timeframe to meet Service Level Requirements. Performs research requests, document retrievals, fulfils subpoenas, entering and updating client information, incoming and outgoing mail, return mail and completes brokerage account verifications. Associate works with a team environment, must be flexible in work approach and works well interpersonally with others. Has the ability to adapt to internal metric tracking and monitoring systems. Ability to interpret standard reports and forms, and basic excel spreadsheets. Needs to effectively multi-task and prioritize workloads. Strong organizational and time management skills, with attention to detail and accuracy, and flexibility to take on other duties as assigned.
Qualifications
* Self-efficient with the ability to consistently maintain department workflow and performance levels
* Familiarity with handling documents and form with personal information
* Have a working knowledge of Microsoft Office application (i.e. Excel, Word, Outlook, etc.)
* Financial Services or Investment Industry background is a plus
Highly motivated to learn new processes and procedures flexible, positive attitude in a team collaborative environment
JPMorgan Chase & Co.
New York, New York
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.
The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.
This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.
The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.
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IndustryBanking/Financial Services
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No. of Employees255,998
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Website
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Jobs Posted9051
