J.P. Morgan Wealth Management

JOB DESCRIPTION

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 a broad range of products. Our mission is to build lifelong relationships and put our customers at the center of everything we do. We offer a competitive rewards package—including base salary, discretionary incentives, and a range of benefits such as comprehensive health care, retirement savings, backup childcare, tuition reimbursement, and mental health support.

Organization Description

Consumer & Community Banking serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and