Private Client Experience Specialist - Boston jobs at Jpmorgan in United States, Boston

Job Summary

As a Senior User Experience Researcher in CIB Digital Experience Design, you will play a pivotal role in shaping the future of banking by delivering actionable insights via complex research initiatives. You will collaborate with multi-disciplinary teams, including UX Designers, Product Managers, Engineering and more, to design innovative digital solutions that enhance user experiences and drive business success.

Job Responsibilities

• Structure and plan complex research initiatives, including generative and formative research
• Design, conduct, and analyze research studies, and produce associated materials (e.g., research agendas, discussion guides, generative exercises etc.)
• Capture findings, insights, and recommendations in compelling outputs that drive change; translate complex concepts into meaningful and actionable recommendations, including the design of visual frameworks and diagrams to support data
• Analyze and interpret behavioural data using advanced quantitative methods and translate insights into actionable recommendations to enhance user experience
• Support cross-functional Design Thinking exercises using research findings as a starting point
• Work with Product Management and Product Design in contributing to product requirements, including specifying desired outcomes for users
• Present findings to team members and stakeholders from multi-disciplinary backgrounds and varying organizational levels
• Incorporate business understanding into framing research and findings and recommendations

Required Qualifications, Capabilities and Skills

• Bachelor’s Degree in relevant research or design discipline (e.g., Interaction Design, HCI, Anthropology, Cognitive Science), certification from credible bootcamp or similar accelerated learning program, or equivalent work experience
• Strong User Research experience across both generative and formative methodologies
• Data interpretation, statistical modelling, and visualisation skills, with an ability to extract meaningful insights from large datasets
• Experience planning and conducting a variety of methodologies and approaches, knowing the strengths and weaknesses of each
• Ability to lead a complex research study from beginning to end independently
• Prior work involves collaboration within design teams (e.g. UX Researchers, Product Designers) and cross-functionally (e.g. Product Management, Engineering)
• Comfortable in presenting findings and insights to team members and stakeholders from multi-disciplinary backgrounds
• Experience with UX Research tools for remote research, diary studies, insight repositories and usability testing
• Confident & proactive – with an ability to work independently as well as part of a wider team

Preferred Qualifications, Capabilities and Skills

• Strong project planning and management skills
• Previous experience in a large organization, working on complex multi-faceted products
• Experience with Python/R/Tableau & other analytics tools
• Experience with embedding & analysing behavioural analytics software such as Google/Adobe Analytics or similar

Job Posting

As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst’s performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.

Job Responsibilities

• Help devise customized financial strategies for existing and prospective clients
• Prepare pitch books and meeting materials
• Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment objectives to produce customized recommendations that consider appropriate risk/return objectives
• Become an expert in a range of proprietary models to provide recommendations on tailored solutions
• Conduct research and analysis; assist with product development and prospecting efforts
• Research client inquiries and manage follow up communication and materials

• Work directly with clients as you continue to progress in your role

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree with a minimum overall GPA of 3.2
• No more than two years of work experience following completion of undergraduate program
• Demonstrated aptitude for sales and client relationship management
  

Preferred Qualifications, Capabilities, and Skills

• Superior multi-tasking and organizational skills
• Excellent communication skills and poise giving presentations
• Genuine interest in financial markets and macro-level economic trends
• Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions

Job Summary:

As a Private Equity Fund Admin Associate within our client administration team, you will support the management of daily client deliverables for Private Equity fund administration clients. Your responsibilities will include assisting with the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams. You will also assist in managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations. Your role will require a solid understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.

Job Responsibilities:

• Support all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations.
• Stay abreast of industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks.
• Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations, and operations.
• Ensure adherence to control framework including prescribed policies and procedures.
• Assist in ad hoc client projects and internal initiatives.
• Collaborate with team members and contribute to staff development while providing oversight and supervision on technical topics and client-related issues.
• Review fund governing documents, side letters, and agreements to determine impact on reporting deliverables and ensure adherence.

Required qualifications, capabilities, and skills:

• A professional accounting qualification (CA, CPA) combined with 4+ years of experience working with Private Equity funds in a fund administration or related capacity.
• Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures.
• Bachelor’s Degree in Accounting, Finance, or MBA.
• Ability to work under pressure to meet tight deadlines and balance multiple priorities.
• Strong attention to detail and a collaborative management style.
• Team player with excellent problem-solving, communication, and client service skills as well as the ability to take ownership and manage projects.
• Proficiency in Microsoft Office product suite and advanced MS Excel skills.

Preferred qualifications, capabilities, and skills:

• Strong knowledge of Investran or similar integrated Private Equity system a plus.
• Investment fund audit experience with a Big 4 firm a plus.

As a Relationship Banker , you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.

Job responsibilities

• Delivers an exceptional customer experience by acting with a customer-first attitude
• Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
• Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
• Influences, educates, and connects customers to technology
• Possesses initiative and knowledge to provide financial options for customers using a consultative approach
• Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
• Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Required qualifications, capabilities, and skills

• 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
• High school degree, GED, or foreign equivalent
• Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
• Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
• Ability to work branch hours including weekends and some evenings

Preferred qualifications, capabilities, and skills

• College degree or military equivalent
• Professional, thorough, and organized with strong follow-up skills
• Exude confidence with clients when sharing product knowledge and solutions
• Experience adhering to policies, procedures, and regulatory banking requirements

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: