JPM Wealth Management - Financial Planning Support Desk Associate

Job Responsibilities:
Develop advanced proficiency in navigating financial planning tools to provide accurate and timely support for client financial planning
Respond to and resolve first-level inquiries, including assisting with data inputs, clarifying methodology, and troubleshooting “how-to” questions from advisors
Build a deep understanding of JPMWM’s financial planning philosophy and U.S. financial planning topics
Provide ad-hoc training to advisors and team members based on questions and issues that arise through the help desk
Share updates on new platform enhancements and educate advisors on how to use new features
Gather feedback from advisors and relay it to technology teams to support ongoing platform improvements
Maintain clear records of inquiries and identify opportunities to streamline support processes and enhance team efficiency
Bachelor’s degree in finance, business, economics, or a related field preferred
Strong analytical, problem-solving, and communication skills
Experience with financial planning software or CRM tools is a plus
Ability to learn complex systems and concepts quickly and to juggle multiple requests in a high-volume environment
Detail-oriented with a commitment to accuracy and client service
Qualifications:
Bachelor’s degree in finance, business, economics, or a related field preferred
Strong analytical, problem-solving, and communication skills
Experience with financial planning software or CRM tools is a plus
Ability to learn complex systems and concepts quickly and to juggle multiple requests in a high-volume environment
Detail-oriented with a commitment to accuracy and client service
Collaborative mindset and willingness to support multiple teams and projects