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Wealth Management - Service Center Policy & Procedure Analyst

Req #: 180003136
Location: Westerville, OH, US
Job Category: Customer Service
Potential Referral Amount: 0 US Dollar (USD)

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

As a Policy & Procedure Analyst within the Service Center, your primary responsibility will be to ensure the Service Center Policy & Procedures stay up to date. You will work closely with the Service Center Supervisory Managers and our Risk & Controls group to ensure the accuracy of all the documents. The Service Center will also be taking over the responsibility of all Quick Reference Guides (QRGs) located on the CWM Support Services page to ensure the content stays up to date.  
Key Responsibilities
  • Research and problem resolution
  • Creating of content where content does not exist
  • Updating existing content as needed
  • Creation and implementation of semi-annual audit of all QRGs
  • Working with Operations Department Managers to initiate changes to QRGs as needed in advance of system releases
  • Safeguarding our clients, employees and business through disciplined execution of controls
  • Fostering and developing partnerships across the enterprise
  • Occasionally participating in projects; small to medium impact projects
  • Support Service Centers in event of business resiliency needs


  • 2+ years of experience in the CWM Service Center
  • Self-driven, excellent interpersonal/communication and organizational skills; strong written communication skills
  • Ability to work both independently and as a team player
  • Extremely organized and detail oriented, demonstrating working knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.)
  • Ability to manage a heavy workload in various stages of completion with little supervision
  • Exceptional follow-up and follow-through skills
  • Maintain high performance in current CWM Service Center role
  • Advanced business application and business process knowledge
  • Ability to manage multiple priorities in a fast paced environment; adaptive to change
  • Aptitude for identifying process improvement opportunities
  • Series 7, 63 or 66 licensed required
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