Customer Service Analyst – Asset and Wealth Management
Company: JPMorganChase
Location: Tempe
Posted on: April 1, 2026
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Job Description:
Description As a Customer Service Manager in Asset Wealth
Management, you will be the primary point of contact for our
clients. You will provide exceptional customer service and share
your knowledge of our products and services to support customers in
their financial journey. Your role will involve communicating with
customers via phone and email, resolving queries, and ensuring a
memorable experience. Job Responsibilities: Serve as the first
point of contact for Wealth Management clients. Provide exceptional
customer service and product knowledge. Cross-sell/Refer individual
customers to other JPMC lines of business for in-depth wealth
discussions. Communicate with customers via phone and email to
deliver high-quality responses. Collaborate with other departments
to resolve client queries. Adapt communication style to meet
customer needs. Identify and recommend improvements within the
Customer Support function Handle challenging conversations,
including complaints. Required Qualifications, Capabilities, and
Skills: Excellent customer service skills in telephone and email
etiquette Strong client focus and interpersonal skills. Proactive
mindset with a focus on continuous improvement. High level of
technical skill in the field of expertise. Ability to exercise
discretion and judgment. Preferred Qualifications, Capabilities,
and Skills: Proficient in Spanish language both verbal and written.
Security Licenses: 7/66 University degree in Economics, Finance, or
equivalent work experience. Experience in a customer service role,
preferably in financial services. Excellent communication skills.
Empathetic problem solver with a passion for learning.
Keywords: JPMorganChase, Buckeye , Customer Service Analyst – Asset and Wealth Management, Customer Service & Call Center , Tempe, Arizona
