JPMA Client Operations Account Maintenance Associate
Company: JPMorganChase
Location: Columbus
Posted on: April 1, 2026
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Job Description:
Description The Client Data Associate supports Chase Wealth
Management and Digital Wealth Management client account
maintenance. Responsibilities include reviewing and approving
maintenance requests submitted by clients and advisors for
brokerage accounts; facilitating communication within the team; and
partnering with managers, team leads, and internal stakeholders to
drive strategic projects. The ideal candidate demonstrates
accountability and ownership, becomes a subject matter expert on
processes, and successfully manages multiple priorities in a
fast-paced environment. Responsibilities Support full-service
wealth advisors for the JPMA line of business. Review and approve
brokerage account maintenance service requests in accordance with
FINRA rules and industry regulations. Apply a risk-management
mindset to review and validate client data and relevant legal or
governing documentation. Support digital brokerage services with
straight-through processing and determine acceptance or rejection
of client service requests per policy. Participate in projects,
remediation efforts, and pilot programs as needed. Research and
resolve issues for internal and external clients accurately and in
a timely manner. Exercise independent judgment to resolve moderate
to complex issues and escalate when appropriate. Foster a culture
of continuous improvement; analyze processes, identify gaps, and
recommend automation or tactical solutions to enhance the
end-to-end operating model. Adapt to evolving regulatory changes
impacting brokerage accounts. Ensure compliance with all
departmental and regulatory requirements (AML, SEC, DOL, FINRA,
etc.). Support operational controls and contribute to procedure
updates. Qualifications FINRA Series 7 and 24 licenses required.
Bachelor’s degree (Business Administration, Finance, Economics,
Accounting, or related field) preferred. Minimum 5 years of
experience in financial services, preferably in investment-related
roles with a focus on client service and support. General knowledge
of brokerage industry regulatory requirements. Exceptional client
service mindset. Creative thinker with the ability to transform
ideas and recommend/implement process improvements. Excellent
communication skills; able to collaborate effectively across all
levels of the organization. High accuracy, strong attention to
detail, and excellent follow-through. Proven interpersonal skills;
team-oriented, results-driven. Analytical approach to problem
solving. Strong sense of accountability and ownership over quality,
risk, and controls. Advanced Microsoft Office skills; advanced
Excel proficiency preferred. Knowledge of data analytics and
visualization tools; experience with Signavio, Alteryx, and Xceptor
is a plus. If you’re passionate about operational excellence,
client experience, and continuous improvement, we encourage you to
apply and grow with our team.
Keywords: JPMorganChase, Springfield , JPMA Client Operations Account Maintenance Associate, Accounting, Auditing , Columbus, Ohio
