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Wealth Management- Business Process Analyst

Req #: 170093570
Location: San Antonio, TX, US
Job Category: Customer Service
Potential Referral Amount: 500 US Dollar (USD)
Business Process Analyst
 
As a Business Process Analyst (BPA) you will be a key member of the J.P. Morgan Securities service team in our mission to create great advisor experiences.  Business Process Analyst will work in a team environment to assist the Advisor Service Center and Client Service Center with routine support and projects involving the administration of the Aspect eWFM application including all modules such as RTA, eSP/WFO, and AP.
 
Responsibilities include:
 
  • Track statistical metrics to measure call center efficiencies
  • Create & publish reports to senior leadership tracking performance of Service Centers
  • Monitor Real Time performance of the Service Centers
  • Complete routine support requests
  • Perform scheduled system audits
  • Assist with implementation of new functionality
  • Assist with project implementation and communication
  • Update user procedure manuals
  • Assist with creation of new user procedure manuals as required
  • Assist with troubleshooting system issues
  • Assist with delivery of training for eWFM, RTA, eSP/WFO, and AP
 
Qualifications:
 
Technical skills 
 
  • Minimum of 3 years WFM experience with proven proficiency in eWFM forecasting and/or scheduling functions preferred
  • Proficiency with all MS Office systems
 
Knowledge base/Education 
 
  • College degree or equivalent experience (preferred) 
  • Previous experience in project management, training, process documentation, database querying and/or SharePoint administration preferred
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