JPMorgan Chase Wealth Management Client Service Global Business Process & Control Business Analyst in Newark, Delaware

P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

J.P. Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.

The Client Service Group is responsible for managing and facilitating the daily unique and complex service needs of the Private Bank’s client base. Service is delivered in a team-based model with key locations in the US, Latin America, Europe, the Middle East, Africa and Asia.

Within the Client Service Group, the Global Business Process & Control team is an internal team that supports the Private Bank’s Client Service Group (CSG) and is responsible for enhancing quality, increasing controls and creating global process consistency to deliver first class service to our clients.


The Client Service Business Process Analyst will be responsible for supporting all aspects of the global Client Service practice agenda. Primary areas of focus will include global procedure standardization, supporting the control framework of the global transformation agenda, updating and testing business resiliency plans for the U.S., as well as continuous review and enhancement of processes performed by client service to mitigate risk and adhere to firm and regulatory guidelines.

The Business Analyst will also be responsible for project management, reporting and data analysis, process re-engineering, and change management. This role will require an ability to deal with multiple business challenges, strict deadlines, competing priorities, and interaction with the management teams. He or she must help support the Service organization, drive business initiatives, develop and implement strategies that support our control and efficiency agenda.

Key Responsibilities Include:

  • Identify weaknesses, gaps, and opportunities for process, organizational, and technology improvements - and report the findings in a clear, concise and compelling way

  • Recommend improvements across all aspects of operating model - process efficiencies and technology enhancements

  • Create accurate, engaging and concise procedures, process maps and communications

  • Effectively execute approved recommendations with partnership from business, product/platform, risk management, technology, and operational partners

  • Project management with respect to action plan closure, issue resolution, and operating model changes

  • Identify weaknesses, gaps, and opportunities for process, organizational, and technology improvements

  • Recommend improvements across all aspects of operating models - process efficiencies and technology enhancements

  • Develop communication materials including presentations, status updates, and other reports

- Work collaboratively with team members and senior management in the development and implementation of control and infrastructure projects and/or initiatives

  • Assist from time to time with audit support activities

  • Analyze and standardize procedures across all global Service regions to drive consistency of control standards across regions

  • Proactively conduct end to end process and procedure reviews to ensure activities are sound from a control, relevance, and efficiency perspective

Required knowledge, skills and abilities:

Must bring a driven focus on execution and take ownership for the delivery of measurable results which support the business and control agenda. Must also exhibit the following qualities:

  • Self starter, high energy, and motivated to support the business

  • Teamwork and personal effectiveness: strong time management skills, organization, adaptability, ability to coach and train, and attention to detail

  • Ability to build relationships and a network throughout the firm

  • Ability to absorb and comprehend large volumes of material, and then simplify into easy-to-follow steps so Client Service Teams can recognize the impact and easily and successfully apply the changes

  • Strong verbal and written communication skills, and good presentation development

  • Detail-oriented, organized, and task-oriented

  • Ability to adapt to a rapidly changing business environment, quickly assess situations, and capitalize on change

  • Highly inquisitive and solution-focused

  • Strong analytical skills (quantitative and process)

  • Work independently, and know when to ask for guidance

  • Positive attitude and strong sense of accountability and initiative

  • Ability to work and communicate as part of a team


  • 1-3 years of business analyst experience

  • 1-3 years experience in a client service, fiduciary, or mid-office/operations group preferred

  • Bachelor's degree required; advanced degree or certification considered a plus

  • Advanced proficiency with MS Office suite, including Access, Excel, PowerPoint and SharePoint

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.