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Wealth Management - Business Process Analyst, Associate

Job Description

Business Process Analyst –I


As a Business Process Analyst you will be a key member of the J.P. Morgan Securities service team in our mission to create great client experiences.  Business Process Analysts work to create more efficiency, enhance quality, and build consistency within the service centers 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.  As a Business Process Analyst you may be asked to perform a variety of functions, including:


  • Quality assurance activities including performing call observations

  • Assist in developing, writing, and maintaining procedures; Evergreen ownership of designated procedures within Wealth Management Answers

  • Monitoring and reporting on important metrics

  • Performs analyses using spreadsheet and database tools; makes recommendations to management based on findings.

  • Building and delivering communication and training to employees

  • Provide oversight for employee onboarding and new hire licensing program.

  • 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; ownership of corrections or remediation within the business.

  • Conduct due diligence and focus on overall business readiness for events (e.g. conversions, mailings, new product/system launches, etc.)

  • 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.

  • May be asked to own risk and control testing including writing user acceptance test scripts and performing UAT testing for business technology projects

  • Preparing presentations for Sr. or Executive Management

  • May manage employees or managers

  • Minimum of five to ten years of related experience or financial services industry experience
  • Excellent oral and written communication skills.  High degree of comfort presenting information to large audiences at various levels of the organization
  • Self driven, Excellent interpersonal/communication and organizational skills
  • Experience identifying areas for process improvement and creating efficiency within a process
  • Detail oriented, strong analytical/problem solving skills, ability to work in a team
  • Experience in writing and preparing presentations, corporate communications, training materials, or test scenarios

  • Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment

  • Ability to manage multiple priorities in a fast paced environment with heavy phone-based client and colleague interaction; highly adaptive to change
  • Demonstrated ability to be a leader and influence positive change in a professional environment
  • Strong compliance record in prior position(s)
  • Extremely organized and detail oriented, demonstrating working knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.)

  • Experience working on project teams and the project management process, with particular attention to information technology projects
  • Knowledge and proficiency with SharePoint, InfoPath, Access, and Visio strongly preferred
  • Bachelor’s or Master’s degree preferred
  • Series 7 and 66 preferred


Req #: 180003835
Location: Westerville, OH US
Job Category: Customer Service
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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