J.P. Morgan Wealth Management - Performance Statements and Tax Communications & Disclosure Associate - JPMorgan Chase & : Job Details

Work closely with legal, compliance, lines of business, and other product teams for new disclosure intake and refinement. Finalize disclosure language, using sound judgment to provide the best client experience. Draft, plan, execute, and document statement messages; follow up with stakeholders for review and approvals. Closely partner with operations for disclosure and insert implementation. Document and prioritize new disclosure distribution requests, including new targeting criteria. Work closely with servicing and communication teams to review and finalize quarterly performance report inserts. Collaborate with multiple technology teams to ensure smooth processing of quarterly performance reports. Partner with servicing and print fulfillment teams to coordinate production as needed and ensure quality control checkpoints approved and documented. Conduct annual reviews of performance report and investment statement disclosures with legal, compliance, lines of business, controls, and ot...Communications, Performance, Associate, Tax, Wealth, Management, Banking, Business Services