Service Center Investigations - Senior Associate

The role ensures investigations are conducted in alignment with firm policies, regulatory expectations, and data privacy requirements, including appropriate handling of sensitive information and escalation of potential control concerns. The role prepares written investigation summaries and management-ready recommendations, providing clear trend insights and actionable remediation paths.

The role contributes to continuous improvement by updating knowledge documents and investigation playbooks in partnership with CRM/EPM stakeholders when needed or requested, ensuring frontline teams have accurate, current guidance. The role also supports the broader control environment through quality monitoring, including reviewing complaint calls for quality and compliance, conducting periodic reviews and calibrations, and providing structured feedback to improve agent performance.

The role serves as a point of contact for complex or high-priority escalations, coordinating across teams to ensure timely resolution and appropriate communications. The role supports training and development by helping design and deliver targeted training on investigation procedures, customer experience drivers, and compliance expectations.

Tools and Technology Expectations

The role is expected to operate confidently within a call center technology stack, including call recording and monitoring tools to review interactions and support evidence-based investigations. The role uses CRM and case management tools to track case progress, document actions taken, and ensure accurate status reporting. The role leverages reporting and analytics tools to identify trends, measure outcomes, and present findings in a management-ready format.

Required Qualifications

• Bachelor's degree or equivalent practical experience in business, communications, or a related field.
• 3+ years of experience in a call center or service center environment, including 1+ year in an investigations, quality, complaint, escalation, or supervisory capacity.
• Strong analytical and problem-solving capability, including the ability to identify patterns, isolate root causes, and recommend durable corrective actions.
• Strong written and verbal communication skills, with the ability to produce clear documentation and effectively communicate with frontline staff and management.
• Strong attention to detail, organization, and follow-through, including the ability to maintain complete and accurate investigation records.
• Demonstrated leadership capability, including coaching, influencing, and partnering effectively across teams.
• Working knowledge of compliance, data privacy, and regulatory expectations relevant to call center operations, and the discipline to apply them consistently in day-to-day execution.

Preferred Qualifications

• Prior experience in complaint investigations, escalation management, quality assurance, or risk and controls within a large, regulated services environment is preferred.
• Demonstrated experience building or improving investigation playbooks, knowledge content, training materials, and operational routines (calibration, trend reviews, remediation tracking) is preferred.
• Proficiency in using reporting and analytics outputs to drive decisions, influence stakeholders, and measure improvement is preferred.

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Client-provided location(s): Tempe, AZ

Job ID: JPMorgan-210767583

Employment Type: FULL_TIME

Posted: 2026-07-11T19:14:54