Client Data Analyst - Wealth Management Client Operations

Join Wealth Management Client Operations and help deliver a first-class client experience through innovative digital solutions and intelligent automation. Be part of a team that safeguards the integrity of client data across Chase Wealth Management, . Morgan Securities, and Private Bank. Support the evolution of digital wealth management, creating seamless experiences for investment clients. Thrive in a fast-paced, dynamic environment where continuous improvement and adaptability are valued. Make a meaningful impact by establishing best practices within . Morgan and the industry.

As a Client Data Analyst in Wealth Management group, you will support full-service wealth clients, advisors, and self-directed clients by maintaining and validating critical account data. You will review and approve brokerage account maintenance requests, ensuring compliance with FINRA rules and industry regulations. Operating in a cross-functional and evolving environment, you will leverage ri...