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Wealth Management - Service Center - Knowledge Management Analyst

Req #: 170104194
Location: San Antonio, TX, 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 Knowledge Management Analyst within the Service Center, your primary responsibility will be responding to inquiries from users of our current knowledge management system. You will be required to partner with our Operations partners to create, edit and maintain more than 1,200 pages of content. This will include processing requests via email and phone.
 
Key Responsibilities
  • Research and problem resolution
  • Creating of content where content does not exist
  • Updating existing content as needed
  • Must ensure day to day activities are completed within SLA
  • 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

 

 

 

  • Chase Wealth Management (CWM) Experience Required
  • 2+ years of experience in the CWM Service Center; preferred
  • 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 (Including Managed Accounts)
  • 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
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