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JPM Wealth Management - Financial Planning Support Desk Associate

JPMorgan Chase

Columbus, OH, United StatesEntryH-1B sponsor company
Sign in to applyVerified 2h ago
Location
Columbus, OH, United States
Work model
On-Site
Level
Entry
H-1B history
1,524 approvals (FY2023)
Posted
18h ago

About this role

We are seeking detail-oriented, resourceful, and proactive individuals to join our Wealth Plan Support Desk team supporting J.P. Morgan Wealth Management (JPMWM) Wealth Strategy. As a Wealth Plan Support Desk Associate, you will play a critical role in driving the adoption and effective use of our client financial planning software, Wealth Plan, by fielding questions, providing first-level support, delivering ad-hoc training based on advisor inquiries, sharing updates on new platform enhancements and how to use them, and gathering feedback from advisors to relay to technology teams. You will support the Wealth Strategy team’s efforts to maximize the effective use of Wealth Plan.

JPM Wealth Management - Financial Planning Support Desk Associate at JPMorgan Chase — Columbus, OH, United States | Yoinka