Customer Service Analyst Jobs
Customer Service Analyst jobs are open across financial services, healthcare, retail, telecommunications, and technology, at every level from entry-level to senior and lead, with specializations in voice-of-customer analysis, complaint resolution metrics, and CRM data reporting. See the openings below and apply to the ones that match your experience.
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About Workplace Solutions
J.P. Morgan Workplace Solutions combines technology, financial services, and high-quality service to help participants confidently navigate their workplace benefits and financial needs. Our solutions help organizations deliver an exceptional participant experience while supporting their ability to attract, engage, and retain talent.
If you are looking for a client-facing opportunity where you can build financial-services expertise, solve problems, develop relationships, and deliver an exceptional participant experience, this may be the opportunity for you.
As a Customer Service Analyst within J.P. Morgan Workplace Solutions, you will serve as a primary point of contact for participants, providing knowledgeable and personalized support across a range of Workplace Solutions products and services. You will help participants navigate inquiries, transactions, and servicing needs while partnering with teams across the organization to deliver timely and effective solutions.
This role is an excellent opportunity for individuals looking to build or expand a career in financial services. While securities licensing is not required, candidates who have completed the Securities Industry Essentials (SIE) exam or hold Series 7 and Series 63 licenses are highly preferred.
Job Responsibilities
- Serve as a primary point of contact for Workplace Solutions participants, delivering a professional, personalized, and high-quality service experience.
- Respond to participant inquiries through phone and email, providing accurate, timely, and thoughtful support.
- Build trusted participant relationships by demonstrating professionalism, responsiveness, empathy, and a strong understanding of participant needs.
- Take ownership of participant inquiries from initial contact through resolution, coordinating with internal partners and keeping participants appropriately informed throughout the process.
- Recognize opportunities to deepen the participant relationship by connecting participants with appropriate internal partners, resources, and capabilities that may support their broader financial needs.
- Research and resolve servicing needs while identifying when additional expertise, escalation, or cross-functional support is required.
- Partner with teams across Operations, Payments, Settlements, Trading, Technology, Product, and Sales to coordinate solutions and deliver a seamless participant experience.
- Apply active listening, empathy, and strong communication skills to understand each participant's needs and tailor the service experience appropriately.
- Navigate challenging or sensitive conversations, including complaints and escalations, with empathy, professionalism, and sound judgment.
- Anticipate participant needs when possible and identify opportunities to create a more seamless experience rather than simply responding to individual requests.
- Identify recurring participant pain points, service gaps, and opportunities for improvement, contributing ideas and recommendations that enhance the Service Desk and overall participant experience.
- Develop and maintain strong knowledge of Workplace Solutions products, services, technology, procedures, and applicable controls to provide accurate and consistent support.
- Adhere to established policies, procedures, regulatory requirements, privacy expectations, and escalation protocols when handling participant information and transactions.
- Participate in rotational bank-holiday coverage as part of the Service Desk's support model.
Required Qualifications, Capabilities and Skills
- Demonstrated experience delivering exceptional customer or client service, including strong telephone and written communication skills.
- Strong verbal and written communication skills with the ability to communicate complex information in a clear, professional, and easy-to-understand manner.
- Strong problem-solving and research skills, with the ability to take ownership of an issue and help drive it toward resolution.
- High degree of discretion, judgment, professionalism, and attention to detail.
- Ability to appropriately handle sensitive and confidential participant information.
- Ability to remain composed, professional, and solution-oriented during challenging or escalated situations.
- Strong organizational and time-management skills with the ability to manage multiple priorities while maintaining accuracy and service quality.
- Collaborative mindset with the ability to develop productive partnerships across multiple areas of the organization.
- Proactive approach to learning, problem solving, and continuous improvement.
- Ability and willingness to develop and maintain a strong level of knowledge across relevant products, procedures, technology, and services.
- Willingness to participate in rotational bank-holiday coverage and provide occasional schedule flexibility to support business and participant needs.
Preferred Qualifications, Capabilities and Skills
- Securities Industry Essentials (SIE), FINRA Series 7, and Series 63 licensing highly preferred.
- Previous experience in financial services, brokerage, wealth management, employee stock plans, workplace benefits, or another client-facing financial-services environment.
- Experience researching and resolving participant or client issues involving multiple stakeholders or business areas.
- Strong interpersonal skills with the ability to establish trust, build relationships, and collaborate effectively.
- Curious, empathetic, and solution-oriented approach to participant service.
- Passion for continued learning, self-development, and building financial-services expertise.
- Additional language capabilities are advantageous, including Spanish, Norwegian, French, Finnish, Czech, Polish, German, and Arabic.
What Makes This Opportunity Unique
This role provides an opportunity to gain experience at the intersection of technology, workplace benefits, participant service, and financial services.
In this position, you will have the opportunity to:
- Build hands-on experience within J.P. Morgan Workplace Solutions and the broader financial-services industry.
- Develop knowledge across workplace benefits, employee equity programs, brokerage services, and participant servicing.
- Work with teams throughout J.P. Morgan to research and resolve a variety of participant needs.
- Strengthen participant relationships by identifying needs and connecting participants with appropriate internal partners, resources, and capabilities.
- Develop valuable skills in relationship management, communication, problem solving, issue ownership, and cross-functional collaboration.
- Gain exposure to increasingly complex servicing scenarios as your knowledge and experience grow.
- Contribute ideas that help improve processes, technology, and the overall participant experience.
- Build financial-services knowledge and transferable skills that can support continued professional development and future career opportunities.
Additional Information
- Standard working hours are Monday through Friday, 10:00 a.m. to 7:00 p.m. Mountain Time (MT).
- The role includes rotational coverage on applicable bank holidays to support participant and business needs.
- The first six months are focused on training, development, and readiness, providing analysts with the knowledge and experience necessary to independently support Workplace Solutions participants.
- Following successful completion of training and readiness expectations, the position transitions to a hybrid working model.
- Occasional schedule flexibility may be required based on business and participant 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.
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.
About Workplace Solutions
J.P. Morgan Workplace Solutions combines technology, financial services, and high-quality service to help participants confidently navigate their workplace benefits and financial needs. Our solutions help organizations deliver an exceptional participant experience while supporting their ability to attract, engage, and retain talent.
If you are looking for a client-facing opportunity where you can build financial-services expertise, solve problems, develop relationships, and deliver an exceptional participant experience, this may be the opportunity for you.
As a Customer Service Analyst within J.P. Morgan Workplace Solutions, you will serve as a primary point of contact for participants, providing knowledgeable and personalized support across a range of Workplace Solutions products and services. You will help participants navigate inquiries, transactions, and servicing needs while partnering with teams across the organization to deliver timely and effective solutions.
This role is an excellent opportunity for individuals looking to build or expand a career in financial services. While securities licensing is not required, candidates who have completed the Securities Industry Essentials (SIE) exam or hold Series 7 and Series 63 licenses are highly preferred.
Job Responsibilities
- Serve as a primary point of contact for Workplace Solutions participants, delivering a professional, personalized, and high-quality service experience.
- Respond to participant inquiries through phone and email, providing accurate, timely, and thoughtful support.
- Build trusted participant relationships by demonstrating professionalism, responsiveness, empathy, and a strong understanding of participant needs.
- Take ownership of participant inquiries from initial contact through resolution, coordinating with internal partners and keeping participants appropriately informed throughout the process.
- Recognize opportunities to deepen the participant relationship by connecting participants with appropriate internal partners, resources, and capabilities that may support their broader financial needs.
- Research and resolve servicing needs while identifying when additional expertise, escalation, or cross-functional support is required.
- Partner with teams across Operations, Payments, Settlements, Trading, Technology, Product, and Sales to coordinate solutions and deliver a seamless participant experience.
- Apply active listening, empathy, and strong communication skills to understand each participant's needs and tailor the service experience appropriately.
- Navigate challenging or sensitive conversations, including complaints and escalations, with empathy, professionalism, and sound judgment.
- Anticipate participant needs when possible and identify opportunities to create a more seamless experience rather than simply responding to individual requests.
- Identify recurring participant pain points, service gaps, and opportunities for improvement, contributing ideas and recommendations that enhance the Service Desk and overall participant experience.
- Develop and maintain strong knowledge of Workplace Solutions products, services, technology, procedures, and applicable controls to provide accurate and consistent support.
- Adhere to established policies, procedures, regulatory requirements, privacy expectations, and escalation protocols when handling participant information and transactions.
- Participate in rotational bank-holiday coverage as part of the Service Desk's support model.
Required Qualifications, Capabilities and Skills
- Demonstrated experience delivering exceptional customer or client service, including strong telephone and written communication skills.
- Strong verbal and written communication skills with the ability to communicate complex information in a clear, professional, and easy-to-understand manner.
- Strong problem-solving and research skills, with the ability to take ownership of an issue and help drive it toward resolution.
- High degree of discretion, judgment, professionalism, and attention to detail.
- Ability to appropriately handle sensitive and confidential participant information.
- Ability to remain composed, professional, and solution-oriented during challenging or escalated situations.
- Strong organizational and time-management skills with the ability to manage multiple priorities while maintaining accuracy and service quality.
- Collaborative mindset with the ability to develop productive partnerships across multiple areas of the organization.
- Proactive approach to learning, problem solving, and continuous improvement.
- Ability and willingness to develop and maintain a strong level of knowledge across relevant products, procedures, technology, and services.
- Willingness to participate in rotational bank-holiday coverage and provide occasional schedule flexibility to support business and participant needs.
Preferred Qualifications, Capabilities and Skills
- Securities Industry Essentials (SIE), FINRA Series 7, and Series 63 licensing highly preferred.
- Previous experience in financial services, brokerage, wealth management, employee stock plans, workplace benefits, or another client-facing financial-services environment.
- Experience researching and resolving participant or client issues involving multiple stakeholders or business areas.
- Strong interpersonal skills with the ability to establish trust, build relationships, and collaborate effectively.
- Curious, empathetic, and solution-oriented approach to participant service.
- Passion for continued learning, self-development, and building financial-services expertise.
- Additional language capabilities are advantageous, including Spanish, Norwegian, French, Finnish, Czech, Polish, German, and Arabic.
What Makes This Opportunity Unique
This role provides an opportunity to gain experience at the intersection of technology, workplace benefits, participant service, and financial services.
In this position, you will have the opportunity to:
- Build hands-on experience within J.P. Morgan Workplace Solutions and the broader financial-services industry.
- Develop knowledge across workplace benefits, employee equity programs, brokerage services, and participant servicing.
- Work with teams throughout J.P. Morgan to research and resolve a variety of participant needs.
- Strengthen participant relationships by identifying needs and connecting participants with appropriate internal partners, resources, and capabilities.
- Develop valuable skills in relationship management, communication, problem solving, issue ownership, and cross-functional collaboration.
- Gain exposure to increasingly complex servicing scenarios as your knowledge and experience grow.
- Contribute ideas that help improve processes, technology, and the overall participant experience.
- Build financial-services knowledge and transferable skills that can support continued professional development and future career opportunities.
Additional Information
- Standard working hours are Monday through Friday, 10:00 a.m. to 7:00 p.m. Mountain Time (MT).
- The role includes rotational coverage on applicable bank holidays to support participant and business needs.
- The first six months are focused on training, development, and readiness, providing analysts with the knowledge and experience necessary to independently support Workplace Solutions participants.
- Following successful completion of training and readiness expectations, the position transitions to a hybrid working model.
- Occasional schedule flexibility may be required based on business and participant 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.
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.
See All 36 Customer Service Analyst Jobs
Find roles that match your experience and apply in just a few clicks.
Find Customer Service Analyst JobsCustomer Service Analyst Job Market
Who's Hiring
Top Industries Hiring
- Technology & Software
- Retail
- Education
- Banking & Financial Services
- E-Commerce & Online Marketplaces
What Employers Look For
The qualifications that appear most often in customer service analyst jobs.
- Experience with CRM platforms such as Salesforce or Zendesk
- Ability to analyze customer data and produce clear written reports
- Proficiency in Excel or Google Sheets for tracking and trend analysis
- Strong written and verbal communication skills for cross-functional collaboration
- Bachelor's degree in business, communications, or a related field
- Familiarity with CSAT, NPS, or other customer satisfaction measurement frameworks
Tips for Your Customer Service Analyst Job Search
Quantify resolution metrics on your resume
Customer service analyst roles expect numbers. Replace vague phrases like 'improved satisfaction' with specific outcomes: first-call resolution rates, average handle time reductions, or CSAT score changes you directly influenced. Hiring managers scan for evidence you can interpret and act on data.
Highlight your CRM and ticketing tool experience
Job postings frequently list specific platforms as requirements. Call out the tools you've used by name in a dedicated skills section. If you've built dashboards, run queries, or created reports inside those systems, say so explicitly rather than listing the tool alone.
Apply early to roles that fit
Migrate Mate lists customer service analyst openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings that match your data depth
Some customer service analyst roles are purely operational while others require SQL, Python, or BI tools like Tableau. Read each job description carefully and prioritize openings where your analytical skill level aligns with what the team actually does day to day.
Prepare a case study for the interview
Interviewers for analyst roles often ask you to walk through a problem you diagnosed using customer data. Prepare one concrete example where you identified a pattern, recommended a change, and tracked the outcome. Keep it under three minutes and lead with the business impact.
Negotiate using your process improvement impact
When discussing compensation, anchor your ask to measurable contributions rather than tenure. If you reduced escalation rates or shortened queue times, those outcomes translate directly into cost savings an employer can value, giving you a concrete basis for the conversation.
Customer Service Analyst Jobs: Frequently Asked Questions
Which companies are hiring the most customer service analysts?
Citi, Amazon, and JPMorganChase are hiring the most customer service analysts right now, with openings concentrated in Texas, Washington, and Illinois, based on current listings on Migrate Mate as of November 2026. Financial services, healthcare, and technology companies consistently represent the largest share of active postings.
How many customer service analyst jobs are remote?
About 65% of customer service analyst openings are fully remote or hybrid as of November 2026, reflecting broad employer comfort with distributed teams in this role. Sub-specializations focused on data reporting, voice-of-customer analysis, and quality assurance tend to have the highest share of remote-eligible postings compared to roles tied to live customer queues.
How do you become a customer service analyst?
Start by building experience in a customer-facing support role where you handle volume and document issues. From there, develop your data skills by learning to work with CRM exports, build basic dashboards, and interpret satisfaction metrics. Most employers want candidates who can bridge direct customer knowledge with analytical output, so combining frontline experience with demonstrated reporting skills is the clearest path in.
Can you get a customer service analyst job without direct experience?
Yes, candidates with adjacent experience in support, operations, or data entry regularly land customer service analyst roles. Focus your application on any work where you tracked, categorized, or reported on customer interactions, even informally. Completing a short course in a common CRM platform and building a sample report or dashboard to share during the interview process can close credibility gaps quickly.
What does the customer service analyst interview process look like?
Most processes run three to four stages. An initial recruiter screen is followed by a hiring manager conversation focused on your experience interpreting customer data. A practical exercise is common, often asking you to analyze a sample dataset, identify a trend, and present a recommendation. Final rounds typically include a panel with operations or quality assurance stakeholders who assess how you'd integrate with their team's existing workflows.
Where can I find and apply to customer service analyst jobs?
You can find and apply to customer service analyst jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level and specialization, then apply directly to each listing that fits. The openings are updated regularly, so checking back frequently gives you the best shot at catching new postings early.
See All 36 Customer Service Analyst Jobs
Find roles that match your experience and apply in just a few clicks.
Find Customer Service Analyst Jobs