J.P. Morgan Advisors - Branch Operations Support and Fund Transfer Specialist, Associate

As a Branch Operations Support and Fund Transfer Specialist you will assist in all middle office operations as it relates to the Financial Advisor teams within J.P.

Morgan Advisor.

This role is reporting into and will be supporting the Branch Operations Director.

Job responsibilities:


* Support Financial Advisor and new client on-boarding processes


* Monitoring money transfer queue and performing outbound client calls for verification/confirmation


* Manage daily email and phone inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures, as well as applicable FINRA and other federal regulations


* Provide high quality, high touch service to J.P.

Morgan Advisor Financial Advisors and Client Associates


* Research, follow-up and resolve inquiries and issues through effective interaction with advisors, client associates, product partners, branch/operations teams and other staff in a timely and professional manner


* Assist with issue resolution for any complications/problems that may arise


* Participate in and take ownership for projects


* Be able to work independently, but keep manager informed of progress and any issues

Required qualifications, capabilities, and skills:


* 3+ years of Operations experience


* Experience working with various product groups


* Understanding of Brokerage Business


* Experience interfacing with Trading desks, operational teams and Financial Advisors


* Experience with trading operations and/or systems


* Ability to work in a high-pressure environment with tight deadlines


* Must have a control-oriented mindset


* Ability to multi-task and strong attention to detail


* Excellent interpersonal and communication skills


* Must be a team player


* Must have strong excel skills

Preferred qualifications, capabilities, and skills:


* Undergraduate degree preferred


* Series 7 licenses preferred


* Alteryx certified preferred

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.

We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial 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 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 reimb...