JP Morgan Chase & Co.

J.P. Morgan Wealth Management - Senior Associate, Voice of the Client, Customer Success

JP Morgan Chase & Co.$110K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years in customer experience, consumer insights, business analytics, market research, strategy, or a similar field.
  • Proven ability to analyze and apply quantitative and qualitative data for business decisions.
  • Independently structures analyses and validates data while using descriptive statistics.
  • Advanced skills in Microsoft Excel and PowerPoint for executive storytelling.
  • Strong analytical judgment to derive actionable insights from data nuances.
  • Excellent written and verbal communication skills for clear stakeholder engagement.
  • Effective project management and organization with attention to competing priorities.

Responsibilities

  • Own Voice of Client reporting, from data quality to trend analysis and delivery.
  • Analyze VoC data to identify pain points and drivers of satisfaction and loyalty.
  • Translate data into clear narratives explaining business implications.
  • Scope and execute ad-hoc analyses including data extraction and visualization.
  • Collaborate with teams to ensure alignment on complex analyses and methodologies.
  • Integrate various data sources to create a complete client experience view.
  • Create accessible resources like executive presentations and dashboards.
  • Manage multiple projects and navigate stakeholder priorities effectively.

Benefits

  • Collaborative work environment emphasizing teamwork and visibility.
  • Opportunity to develop analytics and storytelling skills.
  • Direct impact on client satisfaction and retention initiatives.
  • Broad exposure across various channels and business functions.
Full Job Description
JOB DESCRIPTION

Make the client voice impossible to ignore—and turn it into action across Wealth Management. You will grow your analytics and storytelling skills while partnering with Research, Data & Analytics, Product, and business teams on high-visibility priorities. Join a collaborative team where your curiosity, structure, and judgment will directly improve client satisfaction and retention while building broad exposure and mobility across channels and initiatives. 


As a Voice of Client Senior Associate for the J.P. Morgan Wealth Management Product Strategy & Insights Client Experience (CX) Success team, you will own recurring Voice of Client (VoC) reporting and insight synthesis to bring the client perspective into our decisions. You will monitor feedback signals, analyze qualitative and quantitative data, and translate findings into clear implications and recommendations for stakeholders. You will partner closely with Research, Data & Analytics, Product, and other teams, and we will rely on your ability to deliver independently when timelines require hands-on execution. You will help us improve satisfaction, deepen relationships, and reduce attrition across managed and self-directed channels

Job responsibilities:

  • Own recurring Voice of Client reporting from data quality monitoring through trend identification, synthesis, and stakeholder-ready delivery
  • Analyze qualitative and quantitative VoC data to surface pain points, themes, meaningful segments, and drivers of satisfaction, loyalty, and attrition
  • Translate complex analysis into concise narratives that explain what happened, why it matters, and what we should consider next
  • Scope and execute ad-hoc analyses including extracting, cleaning, joining, validating, and analyzing data and building clear visualizations
  • Partner with Research and Data & Analytics on complex analyses to align business questions, methodology, interpretation, and outputs
  • Integrate survey data, complaints, call drivers, digital behavior, operational performance, and market information into a holistic client experience view
  • Create executive presentations, dashboards, and self-serve resources that make VoC insights accessible and actionable
  • Manage multiple projects end-to-end and navigate stakeholder trade-offs across objectives, priorities, and research standards

 

Required qualifications, capabilities, and skills

  • 3+ years of experience in customer experience, consumer insights, business analytics, market research, strategy, or a related field
  • Demonstrated experience analyzing quantitative and qualitative data and applying findings to business decisions
  • Hands-on ability to independently structure analyses, clean and validate data, use descriptive statistics and segmentation, and interpret results accurately
  • Advanced proficiency in Microsoft Excel and PowerPoint including executive-ready storytelling
  • Strong analytical judgment to distinguish signal from noise, recognize limitations, and develop high-impact implications
  • Strong written and verbal communication skills with the ability to make complex findings clear and actionable for senior stakeholders
  • Strong project management, organization, and attention to detail with the ability to prioritize competing demands under pressure
  • Strong relationship-building and influencing skills across Research, Data & Analytics, Product, and business teams
  • Intellectual curiosity, initiative, adaptability, and comfort shifting between strategic synthesis and hands-on execution

 

Preferred qualifications, capabilities, and skills

  • Familiarity with survey design, statistical testing, driver analysis, text analytics, or related customer insights methods
  • Experience integrating survey, behavioral, operational, and unstructured feedback data into a unified client story
  • Familiarity with Wealth Managment, financial services, or a regulated environment 

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

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Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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