Wealth Management -Advisor Center Escalations Team - Client Data Analyst - San Antonio, Plano, Chicago, And/or Westerville

The Client Operations Service Center team: We support our employees with career development and professional networking opportunities, continuing higher education and the opportunity to obtain professional designations. Our professionals work in a team based, call center environment supporting clients and prospects with investment account service requests and inquiries over the telephone. We focus on delivering quality interactions through efficiency, serving a variety of unique types of accounts and client segments including You Invest, Chase Private Client, and the JPM Private Bank .

Operating hours: Our current target operating hours are Monday - Friday 7 a.m - 8 p.m. CST, and Saturdays 8 a.m. - 5 p.m. CST

This role:

As a Client Data Analyst for the Escalations team will be a key member of the J.P. Morgan Securities service team in our mission to create a great client experience. Escalation Leads work in a team environment to provide issue resolution to investment account holders and internal wealth management employees over the telephone.

Client Data Analyst for the Escalations team act as our second line of defense when clients or employees need to escalate concerns regarding an interaction or account related matter. You will primarily be responsible for determining if exceptions to our standard operating procedures are warranted and appropriate and, if so, facilitate obtaining exceptions approval.

Client Data Analyst for the Escalations team are experts for our internal systems and processes, while being highly aware of industry standards and regulations. Completing research efficiently and owning issues from start to finish will be key to success in this role. Leveraging relationships with various areas of Wealth Management Client Operations to problem solve is also key to the role. You may also participate in working groups for various projects or pilot programs to drive process improvement. Client Data Analyst for the Escalations team lead by example during peak seasons, resiliency events, and day to day increase in call volume by occasionally taking calls directly from internal and external clients. This role is a key leadership role with new hires and supporting managers and trainers with onboarding new professionals into our environment.

Qualifications:

• At least five to ten years of financial services or brokerage experience preferred
• FINRA Series 7 and 63 (or equivalent) required, in addition to meeting FINRA continuing education requirements
• Strong compliance record prior to position(s) and ability to hold a registration in all 50 states
• Excellent telephone communication skills and articulation of speech, displaying a high level of professionalism
• Ability to adapt conversations to meet the needs of a diverse client base across all 50 states
• Past history of leveraging sound judgment to solve complex problems
• Strong business and investment acumen; knowledge of Investment Products, Individual Retirement Accounts (IRAs) etc.
• Mastery of effective client profiling discussion techniques, active call listening skills, and the ability to make complex concepts simple
• Extremely organized and detail oriented, demonstrating working knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.)
• Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
• Ability to manage multiple priorities in a fast paced environment; adaptive to change
• Ability to be flexible within our target operating hours
• Life and health insurance licenses preferred
• Bachelor's degree preferred

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Full vaccination is a requirement for this role for new hires joining JPMorgan Chase. Additional requirements include sharing information including your vaccine card in the firm's vaccine record tool and may include mask wearing and social distancing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Note: The requirement to be fully vaccinated to be hired for this role does not apply to roles with a work location in Arkansas, Florida, Iowa, Montana, and Tennessee. For applicants to these roles, JPMorgan Chase will consider all qualified applicants regardless of vaccination status, due to state and local laws.

Equal Opportunity Employer/Disability/Veterans