JPMorgan Chase - Plano, TX
posted 2 months ago
Welcome to the Escalations team! Our mission is to create a fun, engaging, empowered and inclusive team environment where we care about each other and every client we serve. We support our employees with career development and professional networking opportunities, continuing higher education and the opportunity to obtain professional designations. Our professionals work in a team-based, call center environment supporting clients and prospects with investment account service requests and inquiries over the telephone. We focus on delivering quality interactions through efficiency, serving a variety of unique types of accounts and client segments including You Invest, Chase Private Client, and the JPMorgan Private Bank. As a Client Data Analyst, you will be a key member of the J.P. Morgan Securities service team in our mission to create a great client experience. You will handle escalation work in a team environment to provide issue resolution to investment account holders and internal wealth management employees over the telephone. You will act as our second line of defense when clients or employees need to escalate concerns regarding an interaction or account-related matter. You will primarily be responsible for determining if exceptions to our standard operating procedures are warranted and appropriate and, if so, facilitate obtaining exceptions approval. Your role will involve acting as an expert for internal systems and processes, determining and facilitating exceptions to our standard operating procedures, efficiently completing research, and owning issues from start to finish. You will leverage relationships with various areas of Wealth Management Client Operations to problem solve and participate in working groups for various projects or pilot programs to drive process improvement. Occasionally, you will take calls directly from internal and external clients, ensuring a seamless experience for all parties involved.