J.P. Morgan Wealth Management - Field Performance & Incentives Specialist

JPMorgan Chase

About The Position

At J.P. Morgan Wealth Management, our Field Performance & Incentives team is committed to providing best-in-class service to our financial advisors. We resolve complex inquiries and escalations, ensuring advisors receive timely, accurate, and professional support so they are paid accurately and on-time. Our work enables advisors to focus on delivering exceptional advice and build strong relationships with their clients. As a Specialist on the Field Performance & Incentives team, you will provide day-to-day support for advisor research requests, demonstrating meticulous attention to detail and a service-oriented mindset. You will collaborate with cross-functional partners and leverage your communication skills to resolve inquiries efficiently and accurately, contributing to the overall success of J.P. Morgan Wealth Management.

Requirements

Bachelor’s Degree in Finance, Business, Economics, or a related field.
3+ years of experience in financial services, client support, operations, or a related function.
Exceptional attention to detail and commitment to delivering high-quality work.
Strong written and verbal communication skills; ability to explain complex information clearly and professionally.
Service-oriented mindset with a passion for helping others and resolving issues.
Ability to manage multiple requests simultaneously and prioritize effectively in a fast-paced environment.
Collaborative team player with strong interpersonal skills and discretion handling confidential information.

Nice To Haves

Experience supporting financial advisors or working in a wealth management environment.
Familiarity with incentive programs, credited revenue, or net new money processes.
Proficiency in Excel and experience with inquiry tracking or case management systems.

Responsibilities

Respond to advisor inquiries and research requests related to incentive programs, credited revenue, and net new money matters with accuracy and professionalism.
Investigate and resolve escalations, ensuring timely follow-up and clear communication with advisors and internal stakeholders.
Maintain detailed records of requests, resolutions, and follow-up actions in accordance with established processes and controls.
Collaborate with team members and cross-functional partners to address complex issues and deliver seamless support.
Identify process improvement opportunities and contribute to the development of best practices for inquiry management.
Support special projects and initiatives aimed at enhancing advisor experience and operational efficiency.