J.P. Morgan Advisors - Financial Advisors Transition Team Specialist

Join JPMorganChase as a Financial Advisors Transition Team Specialist, partnering with newly recruited JPMorgan Advisors teams to onboard clients, streamline account transitions, and train advisors on firm systems and best practices while serving as a cross-functional liaison to deliver a seamless, compliant client experience.

Financial Advisors Transition Team Specialist
Job Responsibilities


* Acting as a Transition Associate within JPMorgan Advisors, you'll be embedded with newly recruited teams to actively transition their clients and businesses.


* Involves extensive Financial Advisor and client contact; you will engage in all activities that touch prospective or existing clients of the newly recruited Advisor and support team.


* Serve as a day-to-day training resource to new Financial Advisors and their existing support staff on JPMorgan Advisors procedures, systems, and best practices.


* Interact with Financial Advisors and clients across diverse products; responsibilities include mastering product-specific applications, building relationships with internal product and platform teams, ensuring completion of required training by the new team, and supporting general acclimation to JPMorgan Advisors.


* Serve as a liaison between the sales team, branch management, compliance and supervisory teams, client onboarding, and various other business units throughout the firm.


* Partner with Client Onboarding Group on the account opening process for all new clients (brokerage, managed, credit, and deposits); manage and track outgoing and incoming account documentation, review client documentation for accuracy and completeness, and collect account-specific information while operating in compliance with regulatory procedures.


* Review client account activity daily to ensure overall accuracy, ACAT processing, proper settlement of transactions, and reconciliation of sales credits and fees.


* Train new support teams to perform account maintenance, including money transfer requests, address changes, and related updates.


* Complete ad hoc Financial Advisor and client-related projects as needed.


* Potentially serve as an informal team lead for onboarding efforts, including status reporting and executive summaries.

Required Qualifications, Capabilities, and Skills


* Bachelor's degree or equivalent experience required.


* Ability to travel domestically up to 75% and for extended periods of time.


* Proven ability to work independently and manage multiple responsibilities with a high degree of accuracy in a high-pressure environment.


* High proficiency with Microsoft Word, PowerPoint, and Excel.

Preferred Qualifications, Capabilities, and Skills


* FINRA Series 7 and 66 preferred but not required.

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.

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