Transactions Associate

JPMorgan Chase & Co.•Plano, TX

About The Position

The posting title is Transactions Associate, while the description identifies the role as an Operations Supervisor in the Business Solutions Team. The position supervises daily operations and coaches employees to deliver consistent, high-quality outcomes. It coordinates work across multiple processes, monitors performance, maintains procedures and controls, and partners with stakeholders to resolve issues and improve service delivery. The role uses accessible, adaptable communication practices to support varied learning styles and work preferences. The position also supports onboarding, training, sustained employment, and role transitions in partnership with managers and support resources. It contributes to team initiatives, business reviews, and leadership updates. The final officer title and job grade are determined by the firm and may differ from the requisition title based on candidate experience.

Requirements

  • At least 3 years of relevant experience in operations, people leadership, training, workforce development, social services, or a related field.
  • Experience supervising, coaching, or developing employees in a professional environment.
  • Working knowledge of operational fundamentals, including workflow management, quality, procedures, controls, and performance measures.
  • Ability to communicate clearly and respectfully in writing, in meetings, and in one-on-one settings.
  • Ability to organize competing priorities, solve problems, make sound decisions, and escalate concerns appropriately.
  • Demonstrated ability to collaborate across teams and build productive stakeholder relationships.
  • Proficiency in Microsoft Office applications, including Excel, PowerPoint, Word, Outlook, and Teams.
  • Commitment to inclusive leadership and ability to support employees with varied communication, learning, and workplace needs.

Nice To Haves

  • Bachelor’s degree or equivalent experience.
  • Experience in financial services operations, shared services, or another regulated environment.
  • Experience supporting disability inclusion, neurodivergent talent, individuals with intellectual and developmental disabilities, or customized/supported employment models.
  • Experience with process improvement, capacity planning, performance reporting, or operational controls.
  • Experience partnering with job coaches, community organizations, vendors, or cross-functional support teams.
  • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.

Responsibilities

  • Supervise daily workflow and assign work to meet service-level, quality, accuracy, and timeliness expectations.
  • Coach, develop, and support employees with clear expectations, regular feedback, and individualized development approaches.
  • Foster an inclusive team environment by adapting communication, training, and enablement practices to varied learning styles and work preferences.
  • Monitor operational metrics, identify trends or issues, and communicate performance updates to team leadership and business partners.
  • Maintain procedures, job aids, and other operational documentation so work is clear, accessible, and consistently performed.
  • Follow established procedures, identify risks, escalate concerns, and help implement corrective actions to support a strong control environment.
  • Coordinate staffing, workload priorities, schedules, and capacity needs in response to changing business demand.
  • Build relationships with business partners, job coaches, community partners, and other stakeholders supporting employee and operational outcomes.
  • Partner with managers and support resources to strengthen onboarding, training, sustained employment, and role transitions.
  • Identify and implement process improvements that simplify work, reduce rework, and improve employee and stakeholder experience.
  • Contribute to team initiatives, business reviews, and leadership updates by organizing information and following through on decisions and action items.

Benefits

  • Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
  • Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
  • Comprehensive health care coverage.
  • On-site health and wellness centers.
  • Retirement savings plan.
  • Backup childcare.
  • Tuition reimbursement.
  • Mental health support.
  • Financial coaching.
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