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Wealth Management - Business Process Analyst

Req #: 170103248
Location: Westerville, OH, US
Job Category: Customer Service
Potential Referral Amount: 500 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 Business Process Analyst you will be a key member of the J.P. Morgan Securities service team in our mission to create great client experiences.  Business Process Analysts work to create more efficiency, enhance quality, and build consistency within the service centers while operating in a highly controlled and regulated environment.  Your contributions and deliverables ultimately result in a better client experience, better employee experience, and a more resilient business.  As a Business Process Analyst you may be asked to perform a variety of functions, which may include:
  • Quality assurance activities including performing call observations
  • Monitoring and reporting on important metrics
  • Performs analyses using spreadsheet and database tools; makes recommendations to management based on findings.
  • Liaise between organizations, across sites, lines of business, and various teams to represent the business
  • Identify and report areas for process improvements, gaps, or outages; build cases studies and documentation to perform needs analysis
  • Assist with risk and control testing
  • Building and delivering communication and training to employees
  • Issue escalation, troubleshooting, and resolution
  • Root cause analysis and evaluation
  • Participating in projects of all sizes; Leading small to medium impact projects
  • Processing Trade order requests received through internal systems
  • Will assist with research items
  • Assist in developing, writing, and maintaining procedures
  • Minimum of two  years of related financial services industry experience
  • Self-driven, Excellent interpersonal/communication and organizational skills; strong written communication skills
  • Experience identifying areas for process improvement and creating efficiency within a process
  • Detail oriented, strong analytical/problem solving skills, ability to work in a team
  • Ability to manage multiple priorities in a fast paced environment with heavy phone-based client and colleague interaction; highly adaptive to change
  • Demonstrated ability to be a leader and influence positive change in a professional environment
  • Strong compliance record in prior position(s)
  • Extremely organized and detail oriented, demonstrating working knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.)
  • Experience working on project teams and the project management process, with particular attention to information technology projects
  • Knowledge and proficiency with SharePoint, InfoPath, Access, and Visio strongly preferred
  • Series 7 and 66 required (may be obtained after employment)
  • Bachelor’s degree preferred
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