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Wealth Management - CWM Operations Workforce Planning Analyst Short Term

Company name
JPMorgan Chase & Co,

Plano, TX

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Wealth Management - CWM Operations, Workforce Planning Analyst (Short Term)','180035141','!*!J.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.

Our Business:

Wealth Management Operations supports the JPMorgan Private Bank and Chase Wealth Management in JP Morgan’s Asset Wealth Management line of business.

The Private Bank is the world’s premier service provider for ultra and high net worth individuals.  Our goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations. Wealth Management Operations provides end-to-end support for all aspects of the client experience, working closely with client service, fiduciary, product specialty groups, third party vendors and other internal groups.

Chase Wealth Management encompasses our Chase Private Client (CPC) and Chase Investment Services businesses. Through a dedicated team of a banker and J.P. Morgan Advisor, Chase Private Client brings our affluent clients concierge banking from Chase and access to the investment expertise from J.P. Morgan. Chase Investment Services provides investment solutions to a broad range of Chase customers through Chase Investment Advisors.  The J.P. Morgan Securities Client Service Center’s mission is to create a great client experience and help individuals across all 50 U.S states to save and invest wisely. The group works in a team environment to assist clients with service over the telephone and serves as experts on our online platform, such as

The Workforce Planning Analyst is part of the Operations Workforce Management (WFM) Team for Chase Wealth Management (CWM).  The position will interact with management across the CWM organization to develop tactical (daily) plan(s) that efficiently leverage employee resources.  The position will facilitate regular meetings with senior contact center managers to review the tactical plan, highlighting areas of risk and recommended course(s) of action.  The position is responsible for constructing a plan that will allow the contact center to meet client service commitments.


Partner with Site Operations, Training, and Long-Term Planning to reach service level (SVL) goals

Review long-term forecast plans as a basis for the tactical plan, making adjustments for emerging trends as needed.

Partner with leadership team to provide departmental process improvements

Facilitate meetings with contact center management to review tactical plans of expected volumes

Identify and research service level risks based on forecasts for problem resolution and escalate to management as needed

Develop and maintain schedules for all events (adjustment, training, meetings, etc.)

Ensure the accuracy/timeliness of segment entry requests and skill changes. Schedule, communicate, and process events such as team meetings, training, etc.

Develop and monitor internal control reports to identify/correct processing errors','!*!

Advanced knowledge of Call Center Operations, Contact Center and/or Back Office Metrics and Workforce Management practices

Strength in quantitative analysis, critical thinking, problem solving and innovation

Comfortable with  a fluid business environment and changing job priorities

Highly detail oriented, ability to work on multiple projects/tasks simultaneously, manage time and prioritize tasks to complete a project

Must be flexible with work schedule to accommodate business needs

Ability to work in a consistently fast paced environment with the ability to work independently and in a group

Strong skills in Microsoft Office products (Excel, Work, PowerPoint, etc.)

Experience with collaboration, communication, and presentation skills required','JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.','Asset Management ','US-TX-Plano-Legacy West A / 59693','','ASSET & WEALTH MANAGEMENT','Full-time','Standard','Day Job','','J.P. Morgan','J.P. Morgan','','','Wealth Management - CWM Operations, Workforce Planning Analyst (Short Term)

Company info

JPMorgan Chase & Co,
Website :

Company Profile
JPMorgan Chase (NYSE: JPM) is one of the oldest financial institutions in the United States. With a history dating back over 200 years, here's where we stand today: JPMorgan Chase (NYSE: JPM) is one of the oldest financial institutions in the United States. With a history dating back over 200 years, here's where we stand today:

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