Workforce Planning Analyst - Realtime, Scheduling, Workflow

Posted 10 Hours Ago
Be an Early Applicant
2 Locations
Hybrid
Entry level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Manages real-time workforce operations in a high-volume contact center, including intraday performance monitoring, schedule creation and maintenance, workflow allocation, staffing updates, incident response, and operational communications. The role uses workforce management tools and data analysis to protect service levels, coordinate resources across channels, and align stakeholders on timely operational actions. It is office-based with rotational shifts between 7:00 a.m. and 5:00 p.m., Monday through Friday.
Summary Generated by Built In

Are you looking for a new opportunity to use your skills in Workforce Planning?

 

As a Workforce Planning Analyst - Real Time, Scheduling, Workflow within our Workforce Planning team. you will have a variety of responsibilities which will vary by assignment and can include protecting service intraday, maintaining schedules, managing workflow allocation across queues, skills, and channels, and coordinating timely operational updates with stakeholders. You will partner closely with operational leaders and cross-functional teams to drive disciplined delivery, support recovery during incidents or unplanned events, and keep plans and actions aligned across the day. 

 

This role is within our Workforce Planning team which supports a high-volume, multi-channel contact centre environment spanning calls, chats, and back-office workloads. Roles within the team focus on intraday / real-time service management, schedule build and maintenance, and workflow allocation. Depending on business need, the role may lean more heavily toward real-time, scheduling, workflow, or a blended scope, with a strong emphasis on day-to-day operational execution and stakeholder coordination. 

 

The Workforce Planning team provides scheduling, real-time / intraday management, and the tools and ways of working needed to run day-to-day operations across Contact and Back-Office Centres. We work closely with operational leaders to manage intraday variability, coordinate actions, and maintain clear operational communications used to run the day. 

 

The exact scope will depend on the role track (Real Time, Scheduling, Workflow) and business needs based on the following responsibilities for each area.

 

Job responsibilities

 

Real-time / intraday management 

  • Monitor intraday performance across calls, chats, and back-office workloads, and coordinate actions to protect service levels. 

  • Execute intraday controls, including moving resources between activities, controlling off-phone time, and sequencing priority actions in line with agreed operational guardrails. 

  • Maintain real-time schedules and intraday controls within the WFM and real-time tools, including managing exceptions and keeping intraday plans current. 

  • Support incident and business interruption response, including tier 1 troubleshooting, structured escalation, and clear documentation of impacts and actions taken. 

  • Facilitate (or contribute to) daily operational routines, ensuring actions, owners, and immediate next steps are clear. 

 

Scheduling 

  • Build, publish, and maintain schedules, and manage schedule changes to reflect agreed operational inputs and constraints. 

  • Coordinate workflow allocation across queues, skills, and channels to support consistent execution and timely completion of work. 

  • Plan and influence the timing and participation of off-phone activities (for example, specialist meetings, coaching, and department initiatives) to protect service delivery while enabling operational readiness. 

  • Maintain staffing lists and hierarchy changes to ensure records remain current and usable for day-to-day operations. 

  • Provide clear operational communications on schedule changes, allocation changes, and intraday decisions, ensuring ownership and timing are unambiguous. 

 

Required qualifications, capabilities and skills 

  • Experience in real-time / intraday management, scheduling, and/or workflow management within a call/contact centre environment, with working knowledge of core contact centre metrics and operating levers. 

  • Strong problem-solving capability and sound judgement, with the ability to translate data into practical operational actions.

  • Experience with data analysis and have strong analytical thinking skills

  • High proficiency in Microsoft Office (Excel required, and Word, PowerPoint). 

  • Strong attention to detail, with the ability to manage multiple concurrent tasks, prioritise effectively, and deliver accurately under time pressure. 

  • Confident communication skills (written and verbal), including the ability to influence stakeholders at different levels and work effectively across operations and partner teams. 

  • Comfortable operating in a fluid environment with changing priorities, while maintaining control, discipline, and stakeholder confidence. 

 

Preferred qualifications, capabilities and skills 

  • Proficiency with workforce management tools for scheduling and/or real-time monitoring platforms (may vary by assignment). 

  • Working knowledge of telephony/call routing and workforce management ecosystems (for example, Alvaria, or equivalent), beneficial depending on assignment. 

  • Comfortable working with operational dashboards and data extracts for day-to-day monitoring and control. 

  • Exposure to relevant operational platforms (for example, AWS/Amazon Connect, Salesforce), beneficial depending on assignment. 

  • Strong collaboration and presentation skills, with the ability to align cross-functional groups around common definitions, priorities, and actions. 

 

Roles will be based on a rotational shift arrangement within the hours of 0700-1700 Monday to Friday and be office based.

 

#ICBCareers

 

About UsJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
  
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.
About the TeamOur professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.

Skills Required

  • Experience in real-time or intraday management, scheduling, and/or workflow management within a call or contact center environment, with knowledge of contact center metrics and operating levers.
  • Strong problem-solving skills and sound judgment, including the ability to translate data into practical operational actions.
  • Experience with data analysis and strong analytical thinking skills.
  • High proficiency in Microsoft Office, including required proficiency in Excel and proficiency in Word and PowerPoint.
  • Strong attention to detail and ability to manage multiple concurrent tasks, prioritize effectively, and deliver accurately under time pressure.
  • Confident written and verbal communication skills, with the ability to influence stakeholders and work across operations and partner teams.
  • Ability to operate in a fluid environment with changing priorities while maintaining control, discipline, and stakeholder confidence.
  • Proficiency with workforce management tools for scheduling and/or real-time monitoring platforms.
  • Working knowledge of telephony, call routing, and workforce management ecosystems such as Alvaria or equivalent.
  • Comfort working with operational dashboards and data extracts for day-to-day monitoring and control.
  • Exposure to operational platforms such as AWS Amazon Connect and Salesforce.
  • Strong collaboration and presentation skills, with the ability to align cross-functional groups around common definitions, priorities, and actions.

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
  • Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
  • Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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