JPM Wealth Management - Financial Planning Support Desk Associate

Job description

Job Responsibilities: · Develop advanced proficiency in navigating Wealth Plan and related planning tools to provide accurate and timely support for client financial planning. · Respond to and resolve first-level inquiries related to Wealth Plan, including assisting with data inputs, clarifying methodology, and troubleshooting “how-to” questions from advisors. · Build a deep understanding of JPMWM’s wealth 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. · Participate in ongoing training to stay current on planning tools, methodologies, and regulatory changes. 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. · Detail-oriented with a commitment to accuracy and client service. · Collaborative mindset and willingness to support multiple teams and projects.