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Wealth Management Executive Office Analyst

JPMorgan Chase & Co. · Columbus, Ohio, US

As part of Wealth Management Executive Office, you are at the center of keeping JP Morgan Chase strong and resilient.

Job description

As part of Wealth Management Executive Office, you are at the center of keeping JP Morgan Chase strong and resilient. The successful candidate in this position will join a team of Wealth Management Executive Office Investigators from a diverse range of backgrounds and experience who review, research, resolve, and respond to the client complaints related to investments. When someone joins the Wealth Management Executive Office (WMEO), you will feel that this is a place where we promote work life balance, career progression, and a positive culture. As a Wealth Management Executive Office Investigator Analyst I in J.P. Morgan Wealth Management, you will be responsible for researching and resolving non-sales client complaints. Your role will also involve communicating resolutions to clients and escalating matters when necessary. Job responsibilities: - Research and resolve client complaints, including review of complaint correspondence and documents, account records, and recorded customer interactions and interviews of clients, registered representatives, or other Firm employees - Communicate resolutions to customers verbally or via written response - Ensure that potential complaint-re...