The J.P. Morgan Wealth Management business is dedicated to helping investors achieve their long-term financial goals. It encompasses the Chase wealth management business, J.P. Morgan Advisors, and our Self-Directed online investing platform. The combined business manages approximately $650 billion in assets and includes 4,500 advisors across nearly 5,000 locations.

As an Escalation Lead within the J.P. Morgan Securities service team, you will play a crucial role in enhancing our client experience. Your responsibilities will include managing escalated issues in a team setting and providing resolutions to investment account holders and internal wealth management employees via phone. Acting as the second line of defense, you will address escalated concerns related to interactions or account matters. Your primary duty will be to assess if deviations from our standard operating procedures are justified and suitable, and if so, facilitate the process of obtaining exception approvals.

Job Responsibilities:

Act as an expert for internal systems and processes. Determine and facilitate exceptions to our standard operating procedures. Efficiently complete research on issues from start to finish. Leverage relationships with various areas of Wealth Management Client Operations to problem-solve. Participate in working groups for various projects or pilot programs to drive process improvement. Take calls directly from internal and external clients.

Operating Hours: Our current target operating hours are Monday-Friday 7 a.m. - 8 p.m. CST, and Saturdays 8 a.m. - 5 p.m. CST.

Required Qualifications, Capabilities, and Skills:

FINRA Series 7 and 63 (or equivalent) required, in addition to meeting FINRA continuing education requirements. Strong compliance record prior to position(s) and ability to hold a registration in all 50 states. Excellent telephone communication skills and articulation of speech, displaying a high level of professionalism. Ability to adapt conversations to meet the needs of a diverse client base across all 50 states.

Preferred Qualifications, Capabilities, and Skills:

At least five years of financial services or brokerage experience preferred.