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JPMorgan Chase CWM Business Process Associate in Plano, Texas

The Business Process Associate is responsible for gathering, identifying and analyzing Onboarding system issues and providing quick solutions by establishing plan of actions to resolve, test and implement fixes as well as to verify the full system functionality. Further, BMs review for preventative measures across all CWM Onboarding systems; this includes liaising with CWM Onboarding, Maintenance, Advisors, Field Implementation Managers, Service Centers and tech groups to ensure proposed enhancements are properly understood and tested.


• Work as a liaison to the account processing leadership team to deliver against core business objectives and ensure delivering of business functionality and stability

• Perform day-to-day production support to maximize system availability and correct operation, diagnose issues, with ownership of problems to resolution

• Support application release deployment activities into the production environment

• Develop strong relationships with resolver teams, application development teams, and other upstream and downstream support teams

• Develop strong technical expertise in technology and associated applications to understand the end to end transaction flows of applications across the production domain

• Develop, document, and maintain best practice policies to ensure knowledge retention and continuous learning within team with a view to developing production management knowledge and skills by sharing experiences and attending relevant training

• Perform and seek to continuously improve the monitoring of the application environment and supporting infrastructure

• Participate in incident and crisis management events, supporting resolution activities and providing regular status updates to business users and define/track remediation actions to close

• Participate in weekend support and testing around key deployments and business continuity exercises

• Define or create a support shift rotation to ensure adequate business support coverage. This includes weekend support where applicable

  • Qualifications

  • FINRA Series 7 and 24 licenses required within 120 days. SIE is strongly preferred for unlicensed candidates

  • Bachelor's degree or equivalent in Business Administration, Finance, Economics, Accounting or a related field preferred

  • 3-5 years of experience in financial services, preferably in investment related roles, with a focus on customer service and support preferred

  • General knowledge of brokerage industry regulatory requirements

  • Exceptional customer service mentality

  • Ability to think creatively, transform ideas and recommend/implement process improvements

  • Exceptional communication skills and be able to collaborate effectively across all levels of the organization

  • Accuracy and high attention to detail, excellent follow-through

  • Proven interpersonal, team-oriented skills, results oriented team player

  • Analytical approach to problem solving

  • Strong sense of accountability and ownership to drive best practices around the quality, risk and controls process

  • Accelerated skills in Microsoft Office, particularly advanced Excel proficiency preferred

  • Strong knowledge of Data Analytic and Visualization tools, Signavio, Altreyx, Xceptor is a plus

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans