Chase · 3 weeks ago
J.P. Morgan Wealth Management - Field Performance & Incentives Specialist
1111 Polaris Pkwy, Columbus, OH, 43240, US
Full-time
Onsite
Mid Level
3+ years expChase is a leading financial services firm, and they are seeking a Field Performance & Incentives Specialist to support financial advisors. This role involves responding to inquiries, resolving escalations, and maintaining records to ensure advisors receive accurate and timely support.
BankingFinancial Services
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
Qualification
Required
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
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
Benefits
Comprehensive health care
Retirement savings
Backup childcare
Tuition reimbursement
Mental health support
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
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