J.P. Morgan Wealth Management - Escalation Lead
J.P. Morgan Wealth Management - Escalation Lead
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$ 58200 - 79500
1 Vacancy
Job Description
The J.P. Morgan Wealth Management business is dedicated to helping investors achieve their long-term financial goals. It encompasses the Chase wealth management business J.P. Morgan Advisors and our Self-Directed online investing platform. The combined business manages approximately $650 billion in assets and includes 4500 advisors across nearly 5000 locations.
As anEscalation Leadwithin the J.P. Morgan Securities service team you will play a crucial role in enhancing our client experience. Your responsibilities will include managing escalated issues in a team setting and providing resolutions to investment account holders and internal wealth management employees via phone. Acting as the second line of defense you will address escalated concerns related to interactions or account matters. Your primary duty will be to assess if deviations from our standard operating procedures are justified and suitable and if so facilitate the process of obtaining exception approvals. Our current target operating hours are Monday-Friday 7 a.m. - 8 p.m. CST and Saturdays 8 a.m. - 5 p.m. CST.
Job Responsibilities:
- Act as an expert for internal systems and processes.
- Determine and facilitate exceptions to our standard operating procedures.
- Efficiently complete research on issues from start to finish.
- Leverage relationships with various areas of Wealth Management Client Operations to problem-solve.
- Participate in working groups for various projects or pilot programs to drive process improvement.
- Take calls directly from internal and external clients.
Required Qualifications Capabilities and Skills:
- Must be a current or former employee of the Service Center or Segmented Services Group to be considered
- FINRA Series 7 and 63 (or equivalent) required in addition to meeting FINRA continuing education requirements.
- Strong compliance record prior to position(s) and ability to hold a registration in all 50 states.
- Excellent telephone communication skills and articulation of speech displaying a high level of professionalism.
- Ability to adapt conversations to meet the needs of a diverse client base across all 50 states.
Preferred Qualifications Capabilities and Skills:
- At least five years of financial services or brokerage experience preferred.
Employment Type
Full-Time
