JPMorgan Chase

Title: Specialist I - Customer Service Location: Tempe United States Job Description: - Job Identification210740466 - Job CategoryAccount Service - Business UnitConsumer & Community Banking - Job ScheduleFull time Job Description The Specialist I – Lease End Consultant provides exceptional customer service to customers approaching the end of their lease by clearly explaining end-of-lease options, addressing obligations, and guiding them through next steps. This role requires strong phone skills, the ability to manage a high volume of inbound and outbound dialer calls in a professional manner. As a Specialists l within the Lease End Consultant team, you will work closely with internal and external partners to validate data and document accounts pertaining to Auto Leases. You will provide exceptional customer support to clients approaching the end of lease options. Following the quality initiatives as outlined by compliance and the Chase Auto line of business. Job Responsibilities - Deliver customer service support by identifying needs, resolving issues, and providing appropriate solutions. - Communicate effectively with customers and colleagues through clear verbal, written, and active listening. - Manage customer expectations and build strong relationships to improve satisfaction - Apply problem solving and critical thinking skills to make sound decisions quickly and effectively - Prioritize tasks, conduct research, and maintain accuracy while following regulatory and departmental guidelines. - Utilize computer systems, browsers, and Microsoft Office tools to document activities and support customer interactions. Required Qualifications, Capabilities, and Skills - Minimum 1 year experience in a customer service or call center environment - Strong verbal and written communication skills - Proficiency in Microsoft Word, Excel, and Outlook - Ability to manage multiple priorities, work under pressure and adapt to changing needs. - Strong attention to detail with excellent organizational skills - Flexible scheduling availability to meet business needs - Ability to work independently while collaborating effectively with team members Preferred Qualifications, Capabilities, and Skills - Auto lease experience - Call Center experience - Knowledge of Chase Auto systems to include iCAF and Aspect This position is a Hybrid Schedule 3 days in office and 2 days work from home. Office hours are 5:00am-5:00pm AZ time. About Us 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 About the Team 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.

Title: Investment Phone Specialist - JPMorgan Wealth Management - Plano, TX Location: Plano United States Job Description: JobID: 210745578 Category: Client Operations JobSchedule: Full time Posted Date: 2026-05-08T19:41:10+00:00 JobShift: :At JPMorganChase Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As an Investment Professional (Licensed, Partially Licensed, or Unlicensed) in JPMorganChase Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry. Job Responsibilities - Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone - Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs - Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions - Drive client growth and retention by combining client engagement practices with AI-powered tools to improve accuracy, efficiency, and enhance decision-making Required qualifications, capabilities, and skills - Licensing (one of the following): (a) Valid and active Series 7 and Series 63 or (b) SIE, Series 7 and Series 63 (or equivalent) must be obtained within 90 days of employment - Strong compliance record in prior position(s) and ability to hold a registration in all 50 states - Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment - Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change - Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships Preferred qualifications, capabilities, and skills - 1 or more years of relevant retail or financial service customer service experience - Flexibility, self-motivation, coachability, and passionate for helping people - Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base Additional information - Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. - Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days)

Title: Active Trade Desk Professional Location: Plano United States Job Description: JobID: 210730194 Category: Client Operations JobSchedule: Full time Posted Date: 2026-05-07T15:40:31+00:00 JobShift: Base Pay/Salary: Chicago,IL $58,200.00-$79,500.00 The U.S. Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase Wealth Management business, J.P. Morgan Securities and Self-Directed Investing - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices. As an Active Trade Desk Professional within the J.P. Morgan Securities service team, you will play a crucial role in advocating for our clients. You will collaborate in a team environment to assist clients in executing trades over the telephone in brokerage and retirement accounts, including Traditional and Roth IRAs. Your responsibilities will include mitigating financial and reputational risk by ensuring trade accuracy. You will utilize your industry knowledge and experience to handle a variety of complex trades, encompassing equities, mutual funds, derivatives, margin, debt instruments, forex, hedge funds, and large orders. Job Responsibilities: - Support clients and advisors across the wealth spectrum over the telephone, including those with over $10 million in assets under management - Execute complex trades accurately by educating clients and aligning with their goals and objectives - Ensure clients comply with all regulatory requirements - Understand and explain transaction outcomes and risks, including marketability and liquidity of international equity trades, fund prospectus reviews for breakpoint and reinstatement qualifications, and client margin account evaluations for internal margin requirements, buying power, and risk exposure - Build internal and external relationships within our trade desks and escalation teams to complete client requests - Document all client interactions and comply with regulatory and organizational requirements. - Screen and assess client profiles for new investment opportunities Required qualifications, capabilities, and skills: - 2+ years of relevant investment or brokerage experience - Active and valid FINRA Series 7 and 63, in addition to meeting FINRA continuing education requirements - Passion for client service and performing work with a high degree of accuracy in a fast paced environment - Excellent telephone communication and customer service skills, displaying a high level of professionalism - Responsible for monitoring emerging market trends and be a student of the industry - Strong understanding of investment products, securities, market risks and order types - Strong compliance record in prior position(s) and ability to hold a registration in all 50 states & U.S. Territories - Ability to execute client transitions in the capitol and debit markets while delivering on the value proposition of JPMorgan's best in class reputation - Ability to manage multiple priorities in a fast-paced environment; adaptive to change - Extremely organized and detail oriented, Preferred qualifications, capabilities, and skills - 5+ years of financial services experience - Familiarity with FactSet or equivalent trading investment platforms - Experience with identifying additional investment opportunities - Excellent analytical skills - Bachelor's degree in related field preferred Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training. Following training, you may transition to a hybrid environment, where team members work in the office three days a week and work remote two days. Department is open the following hours: Monday-Friday 7 AM - 8 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours.

Lead a team of agents, ensuring quality compliance and operational performance. Conduct team meetings, monitor calls, and participate in hiring processes while fostering a culture of open communication and continuous improvement.

Title: Home Lending Account Specialist I Bilingual English and Spanish Required Location: Tempe United States Job Identification210744738 Job CategoryAccount Service Business UnitConsumer & Community Banking Job ScheduleFull time Job Description: At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference. You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers. While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success. As a Home Lending Account Specialist within the Chase brand, you will be responsible for providing exceptional service by managing incoming calls from customers inquiring about their mortgage accounts. Being the primary point of contact, you will be thoroughly trained in the product to address any questions our customers might have, from simple payment inquiries to more complex issues such as escrow. You will collaborate with internal specialists to ensure our customers have access to experts for further assistance if needed. As a representative of the Chase brand, you will strive to deliver exceptional client service by assisting our customers throughout their mortgage needs, offering options and finding the right solutions. Our team members are dynamic, proactive, adaptable to change, maintain a positive attitude, continuously develop their skills, and contribute to achieving the organization's broader objectives. Job Responsibilities - Own the customer experience from start to finish while treating customers with respect and displaying empathy - Inspires customer confidence through business knowledge, reliability, and making appropriate decisions on behalf of our customers quickly and effectively - Balance the competing responsibilities and goals of a metrics-driven environment - Demonstrate resiliency and extreme adaptability in a fast-paced environment - Navigate multiple technologies while staying engaged with our customers - Document customer account activities thoroughly and concisely - Demonstrates personal excellence including punctuality, reliability, integrity, and accountability - Approach problems logically and with good judgment to ensure the appropriate customer outcome - Leverages business knowledge, tools and resources to deliver results that meet all Regulatory, Compliance, quality standards and departmental practices - Maintain the highest standards of honesty, fairness and ethics. May be exposed to confidential information - Effectively prioritize work, critical thinking and exercise independent judgement to ensure efficiency Required Qualifications, Capabilities, and Skills - High School diploma/GED required - Reading and speaking in both Spanish and English fluently is required for this role - Minimum of one year of customer interaction or customer support, either by phone or face-to-face - Must be willing to work in an environment that requires 100% high volume phone-based customer interaction - Detail oriented with exceptional communication, interpersonal and problem solving skills - Proven ability to work effectively in a fast-paced environment - Ability to think strategically, understand the business objectives, and translate them into actionable items - Strong desire to learn and become better educated in the mortgage industry - Demonstrated ability to work independently and as a member of a high performing team - Maintain the highest standards of honesty, fairness and ethics. May be exposed to confidential information - Intermediate analytical, computer, and research skills Work Schedules: This is a hybrid (3 days in office / 2 days remote) role located in Tempe, subject to change. Work schedule: Monday through Friday 8:30 am to 5:00 pm. Specific information will be provided by the hiring manager and subject to change based on business needs. About Us 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 About the Team 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.

Title: Home Lending Account Specialist I Location: Tempe United States Job Description: JobID: 210744691 Category: Account Service JobSchedule: Full time At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference. You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers. While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success. As a Home Lending Account Specialist within the Chase brand, you will be responsible for providing exceptional service by managing incoming calls from customers inquiring about their mortgage accounts. Being the primary point of contact, you will be thoroughly trained in the product to address any questions our customers might have, from simple payment inquiries to more complex issues such as escrow. You will collaborate with internal specialists to ensure our customers have access to experts for further assistance if needed. As a representative of the Chase brand, you will strive to deliver exceptional client service by assisting our customers throughout their mortgage needs, offering options and finding the right solutions. Our team members are dynamic, proactive, adaptable to change, maintain a positive attitude, continuously develop their skills, and contribute to achieving the organization's broader objectives. Job Responsibilities - Own the customer experience from start to finish while treating customers with respect and displaying empathy - Inspires customer confidence through business knowledge, reliability, and making appropriate decisions on behalf of our customers quickly and effectively - Balance the competing responsibilities and goals of a metrics-driven environment - Demonstrate resiliency and extreme adaptability in a fast-paced environment - Navigate multiple technologies while staying engaged with our customers - Document customer account activities thoroughly and concisely - Demonstrates personal excellence including punctuality, reliability, integrity, and accountability - Approach problems logically and with good judgment to ensure the appropriate customer outcome - Leverages business knowledge, tools and resources to deliver results that meet all Regulatory, Compliance, quality standards and departmental practices - Maintain the highest standards of honesty, fairness and ethics. May be exposed to confidential information - Effectively prioritize work, critical thinking and exercise independent judgement to ensure efficiency Required Qualifications, Capabilities, and Skills - High School diploma/GED required - Minimum of one year of customer interaction or customer support, either by phone or face-to-face - Must be willing to work in an environment that requires 100% high volume phone-based customer interaction - Detail oriented with exceptional communication, interpersonal and problem solving skills - Proven ability to work effectively in a fast-paced environment - Ability to think strategically, understand the business objectives, and translate them into actionable items - Strong desire to learn and become better educated in the mortgage industry - Demonstrated ability to work independently and as a member of a high performing team - Maintain the highest standards of honesty, fairness and ethics. May be exposed to confidential information - Intermediate analytical, computer, and research skills Work Schedules: This is a hybrid (3 days in office / 2 days remote) role located in Tempe, subject to change. Work schedule: Monday through Friday 8:30 am to 5:00 pm. Specific information will be provided by the hiring manager and subject to change based on business needs.

Title: UX Creative Technologist, Senior Associate Location: Chicago, Plano United States Job Identification: 210732931 Job Category: User Experience Design Business Unit: Commercial & Investment Bank Job Schedule: Full time Base Pay/Salary: Chicago,IL $104,500.00-$150,000.00; Palo Alto,CA $114,000.00-$165,000.00 Job Description: JobID: 210732931 Category: User Experience Design JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $104,500.00-$150,000.00; Palo Alto,CA $114,000.00-$165,000.00 As a UX Creative Technologist, Senior Associate, you will support the Commercial & Investment Bank (CIB) Payments team in delivering enterprise payments solutions. You serve as the bridge between high-level experience concepts and production-ready user interfaces, translating design intent into code-ready logic, design tokens, and component architecture. You don't just hand off static frames-you help define how the application behaves in real-world conditions across states, data scenarios, and interactions, ensuring the user experience is preserved from concept through implementation. Key Responsibilities - Build and refine complex UI components with a strong understanding of component references; define and document component props, states, variants, and technical constraints to support scalable implementation. - Define component and interface behavior beyond visual design, including responses to data changes, error states, edge cases, and user interactions; partner with engineering to ensure interaction logic is implementable and consistent. - Use AI-assisted development tooling (e.g., VS Studio with Claude Code) to create live-code prototypes that serve as a source of truth for engineering (real-time data handling, UI state transitions, complex interaction patterns). - Review production builds to validate alignment with intended UI architecture and interaction design; act as a quality gate for the functional craft of the product experience (behavior, responsiveness, component correctness, usability fidelity). Required Qualifications, Capabilities, and Skills - 3+ years in a hybrid design/engineering role; comfortable working in both a code editor and design tools, translating between disciplines. - Expert understanding of UI component references, including nesting, inheritance, composition, and how components scale across platforms. - Experience implementing or managing design tokens using JSON, CSS variables, and/or tooling such as Style Dictionary to maintain cross-platform consistency. - Strong proficiency with HTML5, CSS/SCSS (Flexbox, Grid), and JavaScript; ability to build the UI "view" layer to a high standard (backend development not required). - Demonstrated ability to decompose complex workflows (e.g., payment ledger experiences) into repeatable UI patterns and logical component systems. Preferred Qualifications - Familiarity with Git/GitHub to manage design-led code contributions and collaborate with engineering workflows. - Mentorship experience, with an emphasis on helping others develop systemic UI thinking (patterns, architecture, scalable interaction logic).

Title: J.P. Morgan Wealth Management - Investment Phone Specialist Location: San Antonio, TX, United States Full-time Hybrid after training Job Description: At JPMorganChase Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As an Investment Professional (Licensed, Partially Licensed, or Unlicensed) in JPMorganChase Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry. Job Responsibilities - Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone - Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs - Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions - Document all client interactions and meeting all regulatory requirements around these activities Required qualifications, capabilities, and skills - Licensing (one of the following): (a) Valid and active Series 7 and Series 63 or (b) SIE, Series 7 and Series 63 (or equivalent) must be obtained within 90 days of employment - Strong compliance record in prior position(s) and ability to hold a registration in all 50 states - Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment - Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change - Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships Preferred qualifications, capabilities, and skills - 1 or more years of relevant retail or financial service customer service experience - Flexibility, self-motivation, coachability, and passionate for helping people - Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base Additional information - Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. - Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days)

Title: Investment Professional Location: Plano United States Job Description: JobID: 210730481 Category: Client Operations JobSchedule: Full time Posted Date: 2026-03-31T13:52:01+00:00 JobShift: :At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry. Job Responsibilities - Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone - Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs - Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction - Document all client interactions and meeting all regulatory requirements around these activities Required qualifications, capabilities, and skills - FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment - Strong compliance record in prior position(s) and ability to hold a registration in all 50 states - Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment - Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change - Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships Preferred qualifications, capabilities, and skills - Bachelor's degree preferred or equivalent experience - 2 years of relevant financial services or brokerage experience - Flexibility, self-motivation, coachability, and passionate for helping people - Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base Additional information: - Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. - Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).

Assist clients with brokerage accounts, identify investment needs, initiate trades, and ensure compliance with regulatory requirements while delivering exceptional customer service and fostering strong client relationships in a dynamic environment.