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Wealth Management Executive Office Investigator I

Jpmc Fa Oraclecloud Com Cx 1001 · Columbus, OH, United States; 00426-3401 Morse Crossing, Columbus, OH, US · On Site · Active · Oracle Recruiting Cloud / Fusion HCM

Job facts

FieldValue
CompanyJpmc Fa Oraclecloud Com Cx 1001
TitleWealth Management Executive Office Investigator I
Normalized title-
Department / teamExecutive Office
LocationColumbus, OH, United States
Work modelOn Site
Employment typeFull Time
Salary-
Statusactive
ATS providerOracle Recruiting Cloud / Fusion HCM
Posted / first seen2026-06-04 / 2026-06-06
Changed / last seen2026-06-06 / 2026-06-06

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City jobsActive postings in Columbus.Open
Department jobsActive postings in Executive Office.Open
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Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyJpmc Fa Oraclecloud Com Cx 1001
Source8d60a43f-b844-422f-817c-27a6feebdc4a
ATS providerOracle Recruiting Cloud / Fusion HCM

Description

Description As part of Wealth Management Executive Office, you are at the center of keeping JP Morgan Chase strong and resilient. The successful candidate in this position will join a team of Wealth Management Executive Office Investigators from a diverse range of backgrounds and experience who review, research, resolve, and respond to the client complaints related to investments. When someone joins the Wealth Management Executive Office (WMEO), you will feel that this is a place where we promote work life balance, career progression, and a positive culture. As a Wealth Management Executive Office Investigator Analyst I in J.P. Morgan Wealth Management, you will be responsible for researching and resolving non-sales client complaints. Your role will also involve communicating resolutions to clients and escalating matters when necessary. Job responsibilities: Research and resolve client complaints, including review of complaint correspondence and documents, account records, and recorded customer interactions and interviews of clients, registered representatives, or other Firm employees Communicate resolutions to customers verbally or via written response Ensure that potential complaint-related FINRA filings are submitted to the Firm's Registration department for review Assist the Firm's Legal Department as needed with pending arbitration and/or litigation involving customer complaints Identify and escalate operational or sales conduct-related concerns Cross-train on Wealth Management Executive Office intake function and assist with intake of client complaints as needed Required qualifications, capabilities, and skills: Bachelor's Degree 3 plus years of securities industry experience Strong phone and verbal communication skills Advanced writing ability Complaint handling experience helpful Knowledge of FINRA rules Preferred qualifications, capabilities, and skills: Series 7 and 66 licenses strongly preferred Series 9/10, 24, 53, 4, and Life and Disability licenses desirable Experience communicating with customers over the phone strongly preferred This role does not offer visa sponsorship. This is an in-office position and will require the incumbent to work on site five days a week Organization Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience. Company Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Full job record

Job ID2aac4c597651340587899aaa929faed1ab59fdd6
Org ID03456b4c-4ba6-4827-90e5-6c35e50dfc84
Source ID8d60a43f-b844-422f-817c-27a6feebdc4a
Board ID8d60a43f-b844-422f-817c-27a6feebdc4a
Provideroracle_hcm
Provider Job Key210755087
TitleWealth Management Executive Office Investigator I
Normalized Title—
Statusactive
Activeyes
Location TextColumbus, OH, United States; 00426-3401 Morse Crossing, Columbus, OH, US
DepartmentExecutive Office
Team—
Employment Typefull_time
Workplace Typeon_site
Remote Policy—
CountryUnited States
RegionOH
CityColumbus
Salary RawDescription As part of Wealth Management Executive Office, you are at the center of keeping JP Morgan Chase strong and resilient. The successful candidate in this position will join a team of Wealth Management Executive Office Investigators from a diverse range of backgrounds and experience who review, research, resolve, and respond to the client complaints related to investments. When someone joins the Wealth Management Executive Office (WMEO), you will feel that this is a place where we promote work life balance, career progression, and a positive culture. As a Wealth Management Executive Office Investigator Analyst I in J.P. Morgan Wealth Management, you will be responsible for researching and resolving non-sales client complaints. Your role will also involve communicating resolutions to clients and escalating matters when necessary. Job responsibilities: Research and resolve client complaints, including review of complaint correspondence and documents, account records, and recorded customer interactions and interviews of clients, registered representatives, or other Firm employees Communicate resolutions to customers verbally or via written response Ensure that potential complaint-related FINRA filings are submitted to the Firm's Registration department for review Assist the Firm's Legal Department as needed with pending arbitration and/or litigation involving customer complaints Identify and escalate operational or sales conduct-related concerns Cross-train on Wealth Management Executive Office intake function and assist with intake of client complaints as needed Required qualifications, capabilities, and skills: Bachelor's Degree 3 plus years of securities industry experience Strong phone and verbal communication skills Advanced writing ability Complaint handling experience helpful Knowledge of FINRA rules Preferred qualifications, capabilities, and skills: Series 7 and 66 licenses strongly preferred Series 9/10, 24, 53, 4, and Life and Disability licenses desirable Experience communicating with customers over the phone strongly preferred This role does not offer visa sponsorship. This is an in-office position and will require the incumbent to work on site five days a week Organization Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience. Company Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
Salary Min—
Salary Max—
Salary Currency—
Salary Periodweek
Source URLhttps://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/cx_1001/job/210755087
Apply URLhttps://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/cx_1001/job/210755087
First Seen At2026-06-06 11:39:32Z
Last Seen At2026-06-06 11:39:32Z
Last Checked At2026-06-06 11:39:32Z
Last Changed At2026-06-06 11:39:32Z
Inactive At—
Source Posted At2026-06-04 19:35:29Z
Source Updated At—
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=oracle_hcm/board=jpmc.fa.oraclecloud.com|cx_1001/date=2026-06-06/2026-06-06T11-36-59-130Z-cd1ba7c3f39289d506ae5cd90c58f13b3fcb78c998c65153a4db26974d9dbe2b.json
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    "ExternalDescriptionStr": "<p style=\"-webkit-text-stroke-width: 0px; color: rgb(0, 0, 0); font-family: &quot;Times New Roman&quot;; font-size: medium; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\">As part of Wealth Management Executive Office, you are at the center of keeping JP Morgan Chase strong and resilient. The successful candidate in this position will join a team of Wealth Management Executive Office Investigators from a diverse range of backgrounds and experience who review, research, resolve, and respond to the client complaints related to investments. When someone joins the Wealth Management Executive Office (WMEO), you will feel that this is a place where we promote work life balance, career progression, and a positive culture.</p><p style=\"-webkit-text-stroke-width: 0px; color: rgb(0, 0, 0); font-family: &quot;Times New Roman&quot;; font-size: medium; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\">As a Wealth Management Executive Office Investigator Analyst I in J.P. Morgan Wealth Management, you will be responsible for researching and resolving non-sales client complaints. Your role will also involve communicating resolutions to clients and escalating matters when necessary.</p><p style=\"-webkit-text-stroke-width: 0px; color: rgb(0, 0, 0); font-family: &quot;Times New Roman&quot;; font-size: medium; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\"><strong>Job responsibilities:</strong></p><ul><li><p style=\"-webkit-text-stroke-width: 0px; color: rgb(0, 0, 0); font-family: &quot;Times New Roman&quot;; font-size: medium; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\">Research and resolve client complaints, including review of complaint correspondence and documents, account records, and recorded customer interactions and interviews of clients, registered representatives, or other Firm employees</p></li><li><p style=\"-webkit-text-stroke-width: 0px; color: rgb(0, 0, 0); font-family: &quot;Times New Roman&quot;; font-size: medium; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\">Communicate resolutions to customers verbally or via written response</p></li><li><p style=\"-webkit-text-stroke-width: 0px; color: rgb(0, 0, 0); font-family: &quot;Times New Roman&quot;; font-size: medium; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\">Ensure that potential complaint-related FINRA filings are submitted to the Firm's Registration department for review</p></li><li><p style=\"-webkit-text-stroke-width: 0px; color: rgb(0, 0, 0); font-family: &quot;Times New Roman&quot;; font-size: medium; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\">Assist the Firm's Legal Department as needed with pending arbitration and/or litigation involving customer complaints</p></li><li><p style=\"-webkit-text-stroke-width: 0px; color: rgb(0, 0, 0); font-family: &quot;Times New Roman&quot;; font-size: medium; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\">Identify and escalate operational or sales conduct-related concerns</p></li><li><p style=\"-webkit-text-stroke-width: 0px; color: rgb(0, 0, 0); font-family: &quot;Times New Roman&quot;; font-size: medium; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\">Cross-train on Wealth Management Executive Office intake function and assist with intake of client complaints as needed</p></li></ul><p style=\"-webkit-text-stroke-width: 0px; color: rgb(0, 0, 0); font-family: &quot;Times New Roman&quot;; font-size: medium; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\"><strong>Required qualifications, capabilities, and skills:</strong></p><ul><li><p style=\"-webkit-text-stroke-width: 0px; color: rgb(0, 0, 0); font-family: &quot;Times New Roman&quot;; font-size: medium; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\">Bachelor's Degree</p></li><li><p style=\"-webkit-text-stroke-width: 0px; color: rgb(0, 0, 0); font-family: &quot;Times New Roman&quot;; font-size: medium; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\">3 plus years of securities industry experience</p></li><li><p style=\"-webkit-text-stroke-width: 0px; color: rgb(0, 0, 0); font-family: &quot;Times New Roman&quot;; font-size: medium; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\">Strong phone and verbal communication skills</p></li><li><p style=\"-webkit-text-stroke-width: 0px; color: rgb(0, 0, 0); font-family: &quot;Times New Roman&quot;; font-size: medium; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\">Advanced writing ability</p></li><li><p style=\"-webkit-text-stroke-width: 0px; color: rgb(0, 0, 0); font-family: &quot;Times New Roman&quot;; font-size: medium; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\">Complaint handling experience helpful</p></li><li><p style=\"-webkit-text-stroke-width: 0px; color: rgb(0, 0, 0); font-family: &quot;Times New Roman&quot;; font-size: medium; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\">Knowledge of FINRA rules</p></li></ul><p style=\"-webkit-text-stroke-width: 0px; color: rgb(0, 0, 0); font-family: &quot;Times New Roman&quot;; font-size: medium; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\"><strong>Preferred qualifications, capabilities, and skills:</strong></p><ul><li><p style=\"-webkit-text-stroke-width: 0px; color: rgb(0, 0, 0); font-family: &quot;Times New Roman&quot;; font-size: medium; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\">Series 7 and 66 licenses strongly preferred</p></li><li><p style=\"-webkit-text-stroke-width: 0px; color: rgb(0, 0, 0); font-family: &quot;Times New Roman&quot;; font-size: medium; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\">Series 9/10, 24, 53, 4, and Life and Disability licenses desirable</p></li><li><p style=\"-webkit-text-stroke-width: 0px; color: rgb(0, 0, 0); font-family: &quot;Times New Roman&quot;; font-size: medium; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\">Experience communicating with customers over the phone strongly preferred</p></li></ul><p style=\"-webkit-text-stroke-width: 0px; color: rgb(0, 0, 0); font-family: &quot;Times New Roman&quot;; font-size: medium; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\">This role does not offer visa sponsorship.</p><p style=\"-webkit-text-stroke-width: 0px; color: rgb(0, 0, 0); font-family: &quot;Times New Roman&quot;; font-size: medium; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\">This is an in-office position and will require the incumbent to work on site five days a week</p>",
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