ID/PA Call Monitors Training

Technology

100

How would you access Webstats? 

Daily Rundown or search via company homepage 

200

Which webstats tab is used to search a call?

Interaction management 

300

What is the Webstats Org code for Wealth Management?

315

400

What does ARN mean when filling out a quality report?

ECI

500

In Webstats, where would you check to inquire which party disconnected from a call? 

Release indicator

Policy and Procedure

100

How many monitors must a team lead complete per advisor, per month?

2

200

How many days are allotted to request a reassessment? 

5 days

300

Fill in the blank. For a monitor exemption request, an advisor is exempt from a manager evaluation if they only took calls on the last _____ days of the month.

2

400

What is the average time when choosing a call for JPMPA calls?

25 minutes

500

What is the email address for requesting reassessments? 

[e-mail]

Evaluation Form

100

What is the title of the form used for variance monitors? 

Ops Only- JPMID/PA Exclude 

200

True or false. On the JPMPA form, Section 4.2- Did the advisor review risk and allocations? A markdown will result in a quality alert.

False

300

Refer to the JPMPA Form- Section 1. Which is the subsection on Section 1 that does not trigger a quality alert? 

1.6: Did the advisor provide the fee disclosures. 

400

How many questions on the JPMID form can trigger a quality alert?

6

500

How many questions on the JPMPA form can trigger a quality alert?

9