Financial Advisor Services Associate Job in Columbus, Ohio US
Financial Advisor Services Associate
Financial Advisor Services Associates are responsible for the performance of a broad range of activities relative to the Financial Advisor Services function within JPMorgan Asset Management. Individuals are required to develop a very specialized knowledge of JPMorgan Funds products and services, as well as all aspects of the distribution channels through which they are sold. RESPONSIBILITIES/JOB DESCRIPTION · Answering incoming phone calls to the JPMorgan Funds Financial Advisor Services Desk related to JPMorgan Funds products and services. · A specialized knowledge of JPMorgan Funds products and services, and all aspects of the distribution channels through which they are sold. · On demand production of sales proposals and complex hypothetical illustrations for key sales representatives. · Placing literature orders through on-line system request. · Supporting and assisting the Regional Associates and Regional Managers with the sales process. · Handling special requests from the Financial Advisor Services manager and staff.