Customer Service Executive Jobs
Customer Service Executive jobs are open across retail, financial services, healthcare, and technology, at every level from associate to director, with specializations in client relations, escalation management, and customer success. Find a role that fits below and apply directly.
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About Workplace Solutions
J.P. Morgan Workplace Solutions combines technology, financial services, and high-touch support 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 complex problems, develop relationships, and provide a high-touch service experience to an executive participant population, this may be the opportunity for you.
As a Customer Service Analyst within the Executive Service Desk, you will serve as a primary point of contact for executive participants, providing personalized support across a range of Workplace Solutions products and services. You will help participants navigate inquiries, transactions, and complex servicing needs while coordinating with partners across J.P. Morgan to deliver a seamless experience.
This role requires exceptional communication, discretion, sound judgment, attention to detail, and a strong sense of ownership. You will have the opportunity to build relationships across the organization, develop expertise in workplace benefits and brokerage services, and help shape an exceptional service experience for our executive participant population.
Job Responsibilities
- Serve as a primary point of contact for executive participants, delivering a personalized, high-touch service experience.
- Build trusted relationships by demonstrating professionalism, discretion, responsiveness, and a strong understanding of each participant's needs.
- Respond to participant inquiries through phone and email, providing accurate, timely, and thoughtful guidance.
- 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 complex 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 the full nature of an inquiry and tailor the service experience to the participant and situation.
- Navigate challenging or sensitive conversations, including complaints and escalations, with empathy, professionalism, discretion, and sound judgment.
- Anticipate participant needs when possible and identify opportunities to create a 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 Executive 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.
Required Qualifications, Capabilities and Skills
- FINRA Series 7 and Series 63 licenses required.
- Demonstrated experience delivering exceptional customer or client service, including strong telephone and written communication skills.
- Ability to provide a high-touch, relationship-oriented service experience, particularly when supporting complex or time-sensitive participant needs.
- Strong problem-solving and research skills, with the ability to take ownership of an issue and drive it toward resolution.
- Excellent verbal and written communication skills, with the ability to adjust communication style based on the participant, situation, and level of complexity.
- 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 skills with the ability to manage multiple priorities while maintaining accuracy and service quality.
- Collaborative mindset with the ability to build 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 high level of knowledge across relevant products, procedures, technology, and services.
- Willingness to provide occasional schedule flexibility when required to support business and participant needs.
Preferred Qualifications, Capabilities and Skills
- Bachelor's degree in Economics, Finance, Business, or a related discipline, or equivalent professional experience.
- Previous experience in financial services, brokerage, wealth management, employee stock plans, workplace benefits, executive servicing, or a related client-facing environment.
- Experience supporting executives, high-touch client populations, or complex financial-service relationships.
- Demonstrated ability to research and resolve complex 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 client and 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
The Executive Service Desk offers the opportunity to deliver a more specialized service experience while developing broad exposure across Workplace Solutions and J.P. Morgan.
In this role, you will have the opportunity to:
- Provide personalized, high-touch service to an executive participant population.
- Develop expertise across Workplace Solutions, brokerage services, equity compensation, and financial services.
- Work closely with teams throughout J.P. Morgan to research and solve complex participant needs.
- Strengthen participant relationships by identifying needs and helping connect participants with appropriate internal partners, resources, and capabilities.
- Develop valuable skills in relationship management, executive communication, problem solving, issue ownership, and cross-functional collaboration.
- Gain exposure to complex servicing scenarios that require thoughtful judgment, discretion, collaboration, and creative problem solving.
- Contribute ideas and observations that help improve processes, technology, and the overall participant experience.
- Build knowledge and transferable skills that can support continued professional development and career growth within Workplace Solutions and the broader financial-services industry.
Additional Information
- Standard working hours are 8:30 a.m. to 5:00 p.m. Eastern Time, Monday through Friday.
- The first six months are focused on training, development, and readiness, allowing analysts to build the knowledge and experience necessary to independently support the executive participant population.
- Following successful completion of training and readiness expectations, the position transitions to a hybrid working model.
- The Executive Service Desk does not operate on applicable bank holidays.
- Occasional schedule flexibility may be required to support business or 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-touch support 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 complex problems, develop relationships, and provide a high-touch service experience to an executive participant population, this may be the opportunity for you.
As a Customer Service Analyst within the Executive Service Desk, you will serve as a primary point of contact for executive participants, providing personalized support across a range of Workplace Solutions products and services. You will help participants navigate inquiries, transactions, and complex servicing needs while coordinating with partners across J.P. Morgan to deliver a seamless experience.
This role requires exceptional communication, discretion, sound judgment, attention to detail, and a strong sense of ownership. You will have the opportunity to build relationships across the organization, develop expertise in workplace benefits and brokerage services, and help shape an exceptional service experience for our executive participant population.
Job Responsibilities
- Serve as a primary point of contact for executive participants, delivering a personalized, high-touch service experience.
- Build trusted relationships by demonstrating professionalism, discretion, responsiveness, and a strong understanding of each participant's needs.
- Respond to participant inquiries through phone and email, providing accurate, timely, and thoughtful guidance.
- 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 complex 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 the full nature of an inquiry and tailor the service experience to the participant and situation.
- Navigate challenging or sensitive conversations, including complaints and escalations, with empathy, professionalism, discretion, and sound judgment.
- Anticipate participant needs when possible and identify opportunities to create a 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 Executive 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.
Required Qualifications, Capabilities and Skills
- FINRA Series 7 and Series 63 licenses required.
- Demonstrated experience delivering exceptional customer or client service, including strong telephone and written communication skills.
- Ability to provide a high-touch, relationship-oriented service experience, particularly when supporting complex or time-sensitive participant needs.
- Strong problem-solving and research skills, with the ability to take ownership of an issue and drive it toward resolution.
- Excellent verbal and written communication skills, with the ability to adjust communication style based on the participant, situation, and level of complexity.
- 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 skills with the ability to manage multiple priorities while maintaining accuracy and service quality.
- Collaborative mindset with the ability to build 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 high level of knowledge across relevant products, procedures, technology, and services.
- Willingness to provide occasional schedule flexibility when required to support business and participant needs.
Preferred Qualifications, Capabilities and Skills
- Bachelor's degree in Economics, Finance, Business, or a related discipline, or equivalent professional experience.
- Previous experience in financial services, brokerage, wealth management, employee stock plans, workplace benefits, executive servicing, or a related client-facing environment.
- Experience supporting executives, high-touch client populations, or complex financial-service relationships.
- Demonstrated ability to research and resolve complex 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 client and 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
The Executive Service Desk offers the opportunity to deliver a more specialized service experience while developing broad exposure across Workplace Solutions and J.P. Morgan.
In this role, you will have the opportunity to:
- Provide personalized, high-touch service to an executive participant population.
- Develop expertise across Workplace Solutions, brokerage services, equity compensation, and financial services.
- Work closely with teams throughout J.P. Morgan to research and solve complex participant needs.
- Strengthen participant relationships by identifying needs and helping connect participants with appropriate internal partners, resources, and capabilities.
- Develop valuable skills in relationship management, executive communication, problem solving, issue ownership, and cross-functional collaboration.
- Gain exposure to complex servicing scenarios that require thoughtful judgment, discretion, collaboration, and creative problem solving.
- Contribute ideas and observations that help improve processes, technology, and the overall participant experience.
- Build knowledge and transferable skills that can support continued professional development and career growth within Workplace Solutions and the broader financial-services industry.
Additional Information
- Standard working hours are 8:30 a.m. to 5:00 p.m. Eastern Time, Monday through Friday.
- The first six months are focused on training, development, and readiness, allowing analysts to build the knowledge and experience necessary to independently support the executive participant population.
- Following successful completion of training and readiness expectations, the position transitions to a hybrid working model.
- The Executive Service Desk does not operate on applicable bank holidays.
- Occasional schedule flexibility may be required to support business or 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 11 Customer Service Executive Jobs
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Find JobsCustomer Service Executive Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in customer service executive jobs.
- 3 to 7 years of customer service or client-facing experience in a supervisory or senior role
- Proficiency with CRM platforms such as Salesforce, HubSpot, or Zendesk
- Demonstrated ability to manage and develop a customer service team
- Strong written and verbal communication skills for escalated customer interactions
- Experience tracking and reporting on KPIs like CSAT, NPS, or first-contact resolution
- Bachelor's degree in business, communications, or a related field
Tips for Your Customer Service Executive Job Search
Quantify resolution metrics on your resume
Customer service executive roles reward measurable outcomes. Replace vague statements with numbers: average handle time you reduced, customer satisfaction scores you improved, or escalation rates you brought down. Hiring managers in this field scan for evidence of impact, not just responsibility.
Apply early to roles that fit
Migrate Mate lists customer service executive openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Tailor your resume to each company tier
A customer service executive resume for a startup should emphasize adaptability and cross-functional ownership. One sent to an enterprise employer should highlight process standardization and team leadership at scale. Sending the same document everywhere costs you interviews at both ends.
Target postings by software stack mentioned
Job listings often name the CRM or helpdesk platform the team uses. If you have hands-on experience with that tool, say so explicitly in your cover letter and resume. Matching the specific platform mentioned is a faster signal than listing a dozen generic tools.
Prepare a structured story for behavioral rounds
Customer service executive interviews lean heavily on behavioral questions about difficult customers, team conflicts, and missed service targets. Build two or three tight stories using the situation-action-result format, each drawn from a different type of challenge you've navigated.
Negotiate scope alongside compensation
When you receive an offer, clarify what the role actually owns: team size, channel coverage, escalation authority, and budget. Customer service executive titles vary widely in scope. Knowing what you're stepping into lets you negotiate from an informed position, not just a salary figure.
Customer Service Executive Jobs: Frequently Asked Questions
Which companies are hiring the most customer service executives?
Amazon, Puig, and SIFA are hiring the most customer service executives right now, with openings concentrated in Washington, California, and Ohio, based on current listings on Migrate Mate as of November 2026. Demand tends to be highest at companies scaling their customer operations or investing in retention-focused service teams.
How many customer service executive jobs are remote?
About 60% of customer service executive openings are fully remote or hybrid as of November 2026, reflecting strong employer flexibility for experienced candidates. Customer success and account management-adjacent roles within this title tend to have the highest share of remote availability compared to in-person operations or retail-facing positions.
How do you become a customer service executive?
Start in a frontline customer service role and move into a team lead or senior representative position where you manage escalations and coach peers. Build familiarity with CRM tools and service metrics like CSAT and NPS. From there, demonstrate ownership over processes or small teams, and apply for executive or manager-level roles that match your experience.
Can you get a customer service executive job with little experience?
Some employers will consider candidates with strong frontline experience and clear leadership potential even without a formal executive title on their resume. Focus your application on roles at smaller companies or startups where titles carry broader scope. Highlight any time you owned a process, trained a colleague, or handled escalations independently to show readiness for the step up.
What does the customer service executive interview process look like?
Most processes start with a recruiter screen focused on your background and availability, followed by a panel or one-on-one interview with the hiring manager covering behavioral questions about difficult situations and team leadership. Many employers add a practical component, such as a mock escalation call or a written scenario response, before extending an offer.
Where can I find and apply to customer service executive jobs?
You can find and apply to customer service executive jobs on Migrate Mate, which lists current openings from across the United States. Find roles that fit your experience and location, then apply directly to each listing from the page.
See All 11 Customer Service Executive Jobs
Find roles that match your experience and apply in just a few clicks.
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