Connor Long

I am an operational analyst inside JPMorgan Advisors that is overseen by the line of business Chief Operating Officer. My role is to provide data analysis and advisor support for the branches under my purview. I currently cover the Pacific Northwest and Southwest regions with approximately 450 employees. My duties include escalations, data tracking, adhoc project management, and branch management support.

• Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
• Coordinated with internal teams to ensure seamless execution of client requests, resulting in improved operational efficiency.

• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
• Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.