J.P. Morgan Wealth Management - Field Performance & Incentives Specialist

J.P.

Morgan Wealth Management - Field Performance & Incentives Specialist

At J.P.

Morgan Wealth Management, our Field Performance & Incentives team is committed to providing best-in-class service to our financial advisors.

We resolve complex inquiries and escalations, ensuring advisors receive timely, accurate, and professional support so they are paid accurately and on-time.

Our work enables advisors to focus on delivering exceptional advice and build strong relationships with their clients.

As a Specialist on the Field Performance & Incentives team, you will provide day-to-day support for advisor research requests, demonstrating meticulous attention to detail and a service-oriented mindset.

You will collaborate with cross-functional partners and leverage your communication skills to resolve inquiries efficiently and accurately, contributing to the overall success of J.P.

Morgan Wealth Management.

Job Responsibilities


* Respond to advisor inquiries and research requests related to incentive programs, credited revenue, and net new money matters with accuracy and professionalism.


* Investigate and resolve escalations, ensuring timely follow-up and clear communication with advisors and internal stakeholders.


* Maintain detailed records of requests, resolutions, and follow-up actions in accordance with established processes and controls.


* Collaborate with team members and cross-functional partners to address complex issues and deliver seamless support.


* Identify process improvement opportunities and contribute to the development of best practices for inquiry management.


* Support special projects and initiatives aimed at enhancing advisor experience and operational efficiency.

Required Qualifications, Capabilities, and Skills


* Bachelor's Degree in Finance, Business, Economics, or a related field.


* 3+ years of experience in financial services, client support, operations, or a related function.


* Exceptional attention to detail and commitment to delivering high-quality work.


* Strong written and verbal communication skills; ability to explain complex information clearly and professionally.


* Service-oriented mindset with a passion for helping others and resolving issues.


* Ability to manage multiple requests simultaneously and prioritize effectively in a fast-paced environment.


* Collaborative team player with strong interpersonal skills and discretion handling confidential information.

Preferred Qualifications, Capabilities, and Skills


* Experience supporting financial advisors or working in a wealth management environment.


* Familiarity with incentive programs, credited revenue, or net new money processes.


* Proficiency in Excel and experience with inquiry tracking or case management systems.

Employer Description

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through...