Client Data Analyst - Wealth Management Client Operations
JPMorganChase
Join Wealth Management Client Operations and help deliver a first-class client experience through innovative digital solutions and intelligent automation. Be part of a team that safeguards the integrity of client data across Chase Wealth Management, J.P. Morgan Securities, and Private Bank. Support the evolution of digital wealth management, creating seamless experiences for investment clients. Thrive in a fast-paced, dynamic environment where continuous improvement and adaptability are valued. Make a meaningful impact by establishing best practices within J.P. Morgan and the industry.
As a Client Data Analyst in Wealth Management group, you will support full-service wealth clients, advisors, and self-directed clients by maintaining and validating critical account data. You will review and approve brokerage account maintenance requests, ensuring compliance with FINRA rules and industry regulations. Operating in a cross-functional and evolving environment, you will leverage risk management and collaborate with key partners. Your role will involve problem-solving, process improvement, and adapting to regulatory changes. This position offers the opportunity to drive operational excellence and contribute to a culture of continuous improvement.
Job responsibilities:
- Review and approve brokerage account maintenance service requests in accordance with FINRA rules and industry regulations.
- Support full-service wealth clients, advisors, and self-directed client data and documentation for CWM, JPMS, and PB.
- Leverage risk management mindset to validate client data and governing documentation.
- Support digital brokerage services by processing and accepting or rejecting client service requests.
- Participate in projects, remediation efforts, and pilot programs as needed.
- Research and resolve problems for internal and external clients accurately and promptly.
- Exercise independent judgment in resolving moderate to complex issues and escalate when necessary.
- Foster a culture of continuous improvement by analyzing processes and identifying automation opportunities.
- Adapt to regulatory changes in the investment industry by servicing brokerage accounts.
- Aid in operation control and review procedure updates to maintain best practices.
Required qualifications, capabilities and skills:
- Deliver exceptional customer service and support.
- Think creatively to recommend and implement process improvements.
- Communicate effectively across all levels of the organization.
- Maintain accuracy, high attention to detail, and excellent follow-through.
- Collaborate as a results-oriented team player with strong interpersonal skills.
- Apply an analytical approach to problem solving.
- Exhibit a strong sense of accountability and ownership for quality, risk, and controls.
- Accelerate proficiency in Microsoft Office, especially advanced Excel skills.
- Ensure compliance and uphold operational standards consistently.
Preferred qualifications, capabilities and skills:
- Hold a Bachelor’s degree or equivalent in Business Administration, Finance, Economics, Accounting, or a related field.
- Demonstrate a minimum of 5 years’ experience in financial services, preferably in investment-related roles.
- Collaborate effectively in diverse and inclusive teams.
- Participate in process transformation and continuous improvement initiatives.
- Adapt quickly to changing priorities and regulatory requirements.
- Exhibit advanced skills in data analysis and reporting.
Additional Information:
- Shift Schedule: Night Shift
- Work Setup: Full Time Onsite
If you join AWM Operations, you will be part of a diverse and inclusive team that plays a critical role in supporting our clients, delivering for our business, and empowering our employees to do their best work.
In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.
JPMorganChase, 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking 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.
You will support full-service wealth clients, advisors, and self-directed clients by maintaining and validating critical account data