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JPMorgan JP Morgan Wealth Management- Senior Associate Business Process Analyst 
United States, Texas, Plano 
143234868

25.06.2024

Job responsibilities

  • Quality assurance activities including performing off the phone testing of processes and procedures
  • Assist in developing, writing, and maintaining procedures; Evergreen ownership of designated procedures within JP Morgan Wealth Management Answers
  • Monitoring and reporting on important metrics
  • Perform analyses using spreadsheet and database tools; make recommendations to management based on findings
  • Building and delivering communication and training to Team Leaders
  • Liaise between organizations, across sites, lines of business, and various teams to represent the business
  • Identify and report areas for process improvements, gaps, or outages; build cases studies and documentation to perform needs analysis
  • Root cause analysis and evaluation
  • Frequently leads projects/complex assignments with little supervision. Ensures projects are completed according to established timelines and budget
  • Responsible for writing charters, requirements, and collecting/organizing documentation as well as preparing presentations for Sr. or Executive Management

Required qualifications, capabilities, and skills

  • Minimum of three years of related experience or financial services industry experience
  • Strong compliance record in prior position(s)
  • Experience in writing and preparing presentations, training materials, or test scenarios
  • Excellent oral and written communication skills. High degree of comfort presenting information to large audiences at various levels of the organization
  • Excellent interpersonal skills with the ability to successfully engage and influence a broad range of individuals across businesses lines and key support functions
  • Strong analytical/problem solving skills
  • Experience identifying areas for process improvement and creating efficiency within a process
  • Strong time management and prioritization skills
  • Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
  • FINRA Series 7 licensing required

Preferred qualifications, capabilities, and skills

  • 1-2 years sales and relationship management experience preferred with a proven track record of success
  • Proficiency with Windows, Microsoft Office (Word, Excel, PowerPoint, Outlook, etc.), SharePoint, Webstats (strongly preferred)
  • Bachelor’s degree preferred or equivalent work experience required