Executive Office Intake Analyst I -… at JPMorgan Chase · Columbus

• Provide comprehensive customer service to clients with complex products or services, utilizing advanced computer literacy and customer service skills to enhance client interactions. 
• Apply broad knowledge of JPMorganChase's methods, systems, and procedures to advise and support clients, resolving short-term problems within established policies.
• Foster a collaborative and inclusive environment through proficient team building, coaching, and mentoring, guiding the professional growth of colleagues. 
• Contribute to the continuous improvement of working methods by applying developing skills in strategic thinking, innovation, and data analytics.
• Assist in the resolution of escalated issues, serving as a point of contact for clients and regulators, and ensuring adherence to the firm's standards and policies. 
• 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. 
• Ensure that potential complaint-related FINRA filings are submitted to the Firm's Registration department for review. 

• Demonstrated expertise in providing customer service in a financial services environment, particularly with complex products or services, equivalent to at least 2 years of experience.  
• Proven understanding and practical knowledge of the securities industry and FINRA rules, equivalent to at least 2 years of experience.  
• Demonstrated proficiency in using advanced computer applications and digital platforms to enhance customer interactions and solve problems. 
• Experience in strategic thinking and innovation, with a focus on using data to understand issues and opportunities, and evaluate potential scenarios. 
• Baseline knowledge or equivalent expertise in data analytics, with a focus on developing and interpreting models to offer continuous insight. 

• Proven ability to facilitate cross-functional collaboration to support the alignment of executive initiatives with organizational goals. 
• Demonstrated experience in contributing to innovation by suggesting and supporting the implementation of new strategies and solutions within the executive office. 
• Strong prompt writing skills to assist in crafting clear and effective communications for executive-level correspondence. 
• Experience in supporting the use of artificial intelligence to enhance decision-making and streamline executive processes. 
• Proficiency in assisting with the implementation of automation to improve efficiency and productivity in executive operations. 
• Developed digital proficiency to effectively manage and utilize advanced tools and technologies. 
• Competence in utilizing data analytics to provide insights and support strategic planning and executive decision-making.

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans