Wealth Management - Digital Middle Office - Research & Resolution - Client Service Analyst I - Westerville, Plano, and/or Chicago

Our TeamThis position is part of the Wealth Management Organization in support of the Digital Wealth Management offering, which aims to create a fully-integrated digital experience for Investment clients across the wealth continuum.This is a key role in our Client Support functions as part of our continued expansion in supporting our self-directed investment clients as well as certain support functions for our advisor assigned investment accounts.As a Digital Service Center - Client Service Analyst l, your responsibilities may include, but are not limited to:Serve as an Subject Matter Expert "SME" resource for peers, managers & internal business partners

Serve as an owner and/or point person for:

Products and/or applications, as assigned

Projects and/or Initiatives, as assigned

May represent the department in product development efforts/meeting/build sessions in support of the product offering

Lead the department's onboarding and off-boarding program

Lead the department's training and development program

Lead the department's system access program

Research & ResolutionOwn & resolve escalated customer issues assigned to the department, through research and resolution interfacing with our various departmental clearing company partners

Interface with customers via telephone and/or Messaging applications to resolve client inquiries and/or account related issues

Assist with departmental metrics development and distribution

Assist with projects & initiatives to improve the departmental and Digital Wealth Management support model, service offerings and platform support

Client/Customer ExperienceAssist Clients with escalated issue resolution, event alert notifications and general service inquiries

Serve as an informational resource for department peers, department managers and internal business partners as required

Risk & ControlsConsistently follow Compliance approved procedures, controls and protocols; with a focus on detail and accuracy

QualificationsBachelor's degree or equivalent in Business Administration, Finance, Economics, Accounting or a related field

3-5 years of experience in financial services, preferably in investment related roles, with a focus on customer service and support preferred

General knowledge of brokerage industry regulatory requirements

Self-starter with a high sense of urgency and professionalism who has demonstrated the ability to handle multiple concurrent issues within strict time frames

Must hold or obtain FINRA Series 7

Strong analytical skills with a close attention to detail, demonstrating a focus on continuous process improvement

Ability to present a professional image and demeanor to internal/external customers and team members

Ability to communicate effectively, both orally and in writing, with internal and external customers

Strong organizational skills

Accelerated skills in Microsoft Office, particularly advanced Excel proficiency preferred

Prior experience with Chase Wealth Management Brokerage line of business applications a plus

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. These requirements may include sharing information in the firm's vaccine record tool, vaccination or regular testing, mask wearing, social distancing and daily health checks. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests.Equal Opportunity Employer/Disability/Veterans