Job Description

When you join JPMorgan Chase & Co. you will have the opportunity to utilize your talents and leadership capabilities in an inclusive community of Wealth Advisors. Offering a wide range of career growth, internal mobility all while expanding your skill set with a growing team. By utilizing your organizational skills and strategic thinking you will help grow the region by acquiring and developing business opportunities in the local market.

As a Business Analyst in the branch, you will perform a wide variety of delegated functions related to the Regional Director’s overall plan and vision for the branch. You will provide dedicated business support to Wealth Advisors and their clients while establishing, maintaining and building relationships. You will deliver exceptional client service and will be involved in all activities that touch prospective and existing clients.

Job Responsibilities:

• Exhibit initiative management in development of strategies for branch execution of projects and management initiatives
• Manage and oversee execution of onboarding new Financial Advisors including day one package delivery, letters and emails to clients, tracking new client onboarding while adhering to protocol
• Develop and display ownership of employee offboarding processes including appropriate distribution of departing Financial Advisor’s book of business
• Create and develop strategies in partnership with Business-aligned functional areas to ensure communication flow and improve efficiencies
• Identify and report efficiencies/inefficiencies to corresponding leaders in other groups to improve growth and development
• Partner with Risk and Controls, Supervisory Management, Legal and Compliance partners to assist in solving issues and requests from Advisors/Clients
• Develop and implement a communications strategy for key initiatives while ensuring effective communication of important updates from Business-aligned functional areas to local management and front office

Required qualifications, capabilities, and skills:

• Highly proficient user of Outlook, Word, PowerPoint and Excel
• Ability to communicate effectively with clients and maintain professionalism in difficult situations
• Proven ability to be a self-starter and work independently in a high-pressure environment
• Works well in a fast-paced environment and has the ability to proactively recognize and anticipate client needs
• Demonstrate proactive follow-up and follow through on a task from start to finish
• 3+ years’ experience in Financial Services Industry
• Bachelor’s degree required

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans