VoC Insights Lead for Wealth Management CX

Next Frontier Capital; Columbus (OH); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Career mobility

Job summary

Chase is seeking a Voice of Client Senior Associate to own recurring VoC reporting and synthesize insights to inform Wealth Management product decisions.

You will partner with Research, Data & Analytics, Product, and business teams to deliver independent analyses, turning signals into actionable recommendations while improving client satisfaction and reducing attrition across managed and self-directed channels.

Qualifications

• 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.

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

Skills

VoC reporting

Data analysis

Stakeholder storytelling

Cross-functional collaboration

Education

Bachelor's degree in a related field

Tools

Excel

PowerPoint

Job description

Chase is seeking a Voice of Client Senior Associate to own recurring VoC reporting and synthesize insights to inform Wealth Management product decisions.

You will partner with Research, Data & Analytics, Product, and business teams to deliver independent analyses, turning signals into actionable recommendations while improving client satisfaction and reducing attrition across managed and self-directed channels.