Wealth Management - Invest Servicing AnalystJPMorgan Chase

Job Description: Operating hours: Wide variety of shifts available, including opportunities for shift differential. Our current target operating hours are Monday - Friday 7am - Midnight EST, and Saturdays 9am - 9pm.
This role:
As a Investment Servicing Analyst you will be a key member of the J.P. Morgan Securities service team in our mission to create great client experiences. Invest Servicing Analysts work to create more efficiency, enhance quality, and build consistency while operating in a highly controlled and regulated environment. Your contributions and deliverables ultimately result in a better client experience, better employee experience, and a more resilient business. As a Investment Servicing Analyst you may be asked to perform a variety of functions, which may include:
Assist clients and Financial advisors with brokerage accounts over the telephone
Provide resolution to urgent or escalated cases
Mentor and train Investment Servicing Specialists
Quality assurance activities including performing call observations
Monitoring and reporting on important metrics
Performs analyses using spreadsheet and database tools; makes recommendations to management based on findings
Identify and report areas for process improvements, gaps, or outages; build case studies and documentation to perform needs analysis
Building and delivering communication and training to employees
Issue escalation, troubleshooting, and resolution
Root cause analysis and evaluation
Participating in projects of all sizes; Leading small to medium impact projects
Assist in developing, writing, and maintaining procedures
Required qualifications:
3-5 years relevant work experience
At least one year within USWM
Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRA's), and employee benefit programs
Fluency in Windows Operating Systems and Microsoft Office tools
Excellent telephone communication and customer service skills, displaying a high level of professionalism
Ability to adapt conversations to meet the needs of a diverse client base across all 50 states
Advanced problem solving skills
Advanced analytical skills including critical thinking and the ability to make independent judgment
Strong attention to detail and a willingness to share knowledge and educate others
Advanced ability to take ownership of each client while empathizing and prioritizing customer needs
Effective verbal and written communication with both external and internal customers
Familiarity with multiple browsers, multiple tabs, window navigation and instant messenger tools
About Us:
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
About the Team:
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
JPMorgan Chase

Metro Manila
Permanent
Full-time