J.P. Morgan Wealth Management- Senior Associate, National Branch Quality Assurance

 

As a National Branch Quality Assurance (NB QA) Analyst, you will be a key member of the J.P. Morgan Wealth Management Business Support & Controls team and help in our mission to create great client experiences. NB QA Analysts work to create more efficiency, enhance quality, and build consistency within National Branch (NB) while operating in a highly controlled and regulated environment. Your contributions and deliverables ultimately result in a better client experience, better employee experience, and a more resilient business. 

 

Job responsibilities

• Perform call reviews and variance reviews for NB (including ADA reviews)
• Perform check the checker reviews for QA analysts
• Serve as NB QA team SME 
• Assigning of QA random samples and quarterly variance assignments
• Preparing and presenting presentations for Sr. or Executive Management
• Building and delivering communications and training to Team Leaders 
• Identify and report areas for process improvements, gaps, or outages
• Partner with NB leaders in working groups to help enhance the NB advisor/team leader experience
• Work closely with NB QA Leader to foster partnerships with NB leadership to advise and influence business decisions

 

Required qualifications, capabilities, and skills

• FINRA Series 7 licensing required
• Minimum of three years of related experience or financial services industry experience
• Quality assurance experience
• Excellent oral and written communication skills
• Understanding of National Branch advisor procedures
• Strong time management and prioritization skills

Preferred qualifications, capabilities, and skills

• Bachelor’s degree preferred
• 1-2+ years sales and relationship management experience preferred with a proven track record of success

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. For those in eligible roles, discretionary incentive compensation which may be 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