Salesforce Administrator - Associate

Location: LONDON, United Kingdom

Job Family: Product Portfolio & Delivery

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. We're looking for a Salesforce Administrator - Associate to join our Product Portfolio & Delivery team in London, focusing on the Personal Investing division. In this role, you'll be at the heart of configuring and maintaining our Salesforce org to support personalized investment solutions for high-net-worth clients. You'll handle daily configurations, user support, and optimizations to ensure seamless operations in a fast-paced, regulated environment, contributing to our mission of delivering innovative wealth management services. As a Salesforce Administrator, you'll collaborate with cross-functional teams including financial advisors, IT developers, and compliance experts to enhance the platform's functionality. Key tasks include implementing custom solutions for client portfolio tracking, automating approval workflows for investment recommendations, and providing tier-1 support to resolve user issues promptly. You'll ensure all activities align with JPMorgan's stringent data security standards and financial regulations, such as MiFID II and GDPR, while leveraging Salesforce tools to drive efficiency in personal investing processes. This position offers an exciting opportunity to grow within a world-class institution, gaining exposure to cutting-edge financial technologies and global projects. If you're passionate about technology in finance and thrive in a collaborative setting, join us to help shape the future of wealth management at JPMorgan Chase.

Key Responsibilities

• Configure and maintain the JPM Personal Investing Salesforce org, including custom objects, fields, page layouts, and record types
• Provide daily user support, resolving tickets related to access issues, data queries, and system functionality
• Develop and manage workflows, process automations, and approval processes to streamline investment advisory operations
• Ensure data integrity and security within Salesforce, adhering to JPMorgan Chase's compliance and risk management policies
• Collaborate with product teams to gather requirements and implement enhancements for personal investing tools
• Perform regular system audits, backups, and optimizations to support scalable growth in client portfolios
• Train end-users on Salesforce best practices and new features, particularly for financial advisors and client-facing teams
• Monitor system performance and troubleshoot integrations with other JPMorgan systems like core banking platforms
• Contribute to testing and deployment of Salesforce updates in a controlled, regulated environment
• Document configurations, processes, and support procedures for knowledge sharing across the global team

Required Qualifications

• Bachelor's degree in Computer Science, Information Technology, Business Administration, or a related field
• At least 2 years of hands-on experience as a Salesforce Administrator, preferably in a financial services environment
• Salesforce Certified Administrator certification
• Proficiency in Salesforce configuration, including custom objects, workflows, and validation rules
• Experience providing user support and troubleshooting in a high-volume, regulated industry
• Strong understanding of data security and compliance standards relevant to financial services, such as GDPR and SEC regulations
• Ability to work collaboratively in a global team environment

Preferred Qualifications

• Experience with Salesforce integrations using APIs, such as with financial systems or CRM tools
• Knowledge of Agile methodologies and tools like Jira for project delivery
• Familiarity with JPMorgan Chase's Personal Investing products and services
• Advanced Salesforce certifications, such as Platform Developer I
• Prior experience in the banking or asset management sector

Required Skills

• Salesforce configuration and customization
• Workflow automation and process builder
• User support and ticket resolution
• Data management and reporting (e.g., SOQL, dashboards)
• API integrations and web services
• Compliance and regulatory knowledge in finance
• Problem-solving and analytical thinking
• Communication and stakeholder management
• Agile project methodologies
• Documentation and training delivery
• Attention to detail in high-stakes environments
• Team collaboration in global settings
• Basic scripting (e.g., Apex triggers, Visualforce)
• Risk assessment and mitigation
• Adaptability to evolving financial technologies

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance coverage
• Generous retirement savings plan with company matching contributions
• Paid time off including vacation, sick leave, and parental leave
• Professional development opportunities, including tuition reimbursement and Salesforce certification support
• Employee wellness programs with gym memberships and mental health resources
• Flexible hybrid work arrangements in London with modern office facilities
• Global mobility programs and access to JPMorgan's internal career development resources

JP Morgan Chase is an equal opportunity employer.