Wealth Planning Support Desk Specialist

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

JPMorgan Chase & Co. in Columbus, OH, seeks a Financial Planning Support Desk Associate to assist advisors with Wealth Plan and related planning tools.

You will handle first-level inquiries, help with data inputs, and troubleshoot user questions while developing deep product knowledge and effective support processes. The role emphasizes accurate documentation, cross-team collaboration, and ongoing training to stay current on tools and regulatory changes.

Qualifications

• Bachelor’s degree in finance, business, economics, or related field.
• Strong analytical, problem-solving, and communication skills.
• Experience with financial planning software or CRM tools is a plus.
• Ability to learn complex systems quickly.
• Detail-oriented with a commitment to accuracy and client service.
• Collaborative mindset and ability to support multiple teams and projects.

Responsibilities

• Develop proficiency in Wealth Plan and planning tools to support client financial planning.
• Respond to first-level inquiries related to Wealth Plan and assist with data inputs and troubleshooting.
• Educate advisors on platform enhancements and new features.
• Provide ad-hoc training to advisors and team members.
• Gather advisor feedback to drive platform improvements.
• Maintain clear records of inquiries and support processes.

Skills

Analytical thinking

Communication skills

Ability to learn complex systems

Team collaboration

Education

Bachelor’s degree in finance, business, economics, or related field

Tools

Wealth Plan software

Job description

JPMorgan Chase & Co. in Columbus, OH, seeks a Financial Planning Support Desk Associate to assist advisors with Wealth Plan and related planning tools.

You will handle first-level inquiries, help with data inputs, and troubleshoot user questions while developing deep product knowledge and effective support processes. The role emphasizes accurate documentation, cross-team collaboration, and ongoing training to stay current on tools and regulatory changes.