Executive Office Intake Analyst I - Wealth Management

JPMorgan Chase & Co.•Columbus, OH

About The Position

Join the team that supports the Executive Office to do the right thing for our customers. If you are detail-oriented, have great oral and written communication skills and can work in a fast-paced environment, the Executive Office Analyst I is for you. As an Executive Office Analyst I within JPMorganChase, you will be a key player in providing top-tier customer service to our clients with complex products or services. Your role will involve leveraging your broad knowledge of our methods, systems, and procedures to provide advice and support, while also exercising initiative and judgement to resolve short-term problems. You will be expected to use your advanced computer literacy and customer service skills to enhance client interactions and perceptions. Your proficiency in team building, coaching, and mentoring will be crucial in fostering a collaborative and inclusive environment. Additionally, you will be encouraged to apply your developing skills in strategic thinking, innovation, and data analytics to contribute to the continuous improvement of our working methods.

Requirements

Demonstrated expertise in providing customer service in a financial services environment, particularly with complex products or services, equivalent to at least 2 years of experience.
Proven understanding and practical knowledge of the securities industry and FINRA rules, equivalent to at least 2 years of experience.
Demonstrated proficiency in using advanced computer applications and digital platforms to enhance customer interactions and solve problems.
Experience in strategic thinking and innovation, with a focus on using data to understand issues and opportunities, and evaluate potential scenarios.
Baseline knowledge or equivalent expertise in data analytics, with a focus on developing and interpreting models to offer continuous insight.

Nice To Haves

Proven ability to facilitate cross-functional collaboration to support the alignment of executive initiatives with organizational goals.
Demonstrated experience in contributing to innovation by suggesting and supporting the implementation of new strategies and solutions within the executive office.
Strong prompt writing skills to assist in crafting clear and effective communications for executive-level correspondence.
Experience in supporting the use of artificial intelligence to enhance decision-making and streamline executive processes.
Proficiency in assisting with the implementation of automation to improve efficiency and productivity in executive operations.
Developed digital proficiency to effectively manage and utilize advanced tools and technologies.
Competence in utilizing data analytics to provide insights and support strategic planning and executive decision-making.

Responsibilities

Provide comprehensive customer service to clients with complex products or services, utilizing advanced computer literacy and customer service skills to enhance client interactions.
Apply broad knowledge of JPMorganChase's methods, systems, and procedures to advise and support clients, resolving short-term problems within established policies.
Foster a collaborative and inclusive environment through proficient team building, coaching, and mentoring, guiding the professional growth of colleagues.
Contribute to the continuous improvement of working methods by applying developing skills in strategic thinking, innovation, and data analytics.
Assist in the resolution of escalated issues, serving as a point of contact for clients and regulators, and ensuring adherence to the firm's standards and policies.
Research and resolve client complaints, including review of complaint correspondence and documents, account records, and recorded customer interactions and interviews of clients, registered representatives, or other Firm employees.
Ensure that potential complaint-related FINRA filings are submitted to the Firm's Registration department for review.