Branch Operations & Onboarding Specialist

JPMorganChase; New York (NY); On-site; USD 95,000 - 130,000; Full time

Job summary

JPMorgan Chase is seeking a Branch Operations Support Associate within J.P. Morgan Advisors.

You will help Financial Advisor teams by promoting efficient branch operations, ensuring seamless client onboarding, and resolving client issues promptly and accurately. Reporting to the Branch Operations Director, you will execute critical processes, collaborate with Corporate and Investment Bank operations teams, participate in projects, own deliverables, and work independently while keeping your

Qualifications

• Minimum 3 years of operations experience.
• Experience with brokerage operations or systems.
• Undergraduate degree required.

Responsibilities

• Guide Financial Advisor and new client onboarding processes,
• Lead resolution of escalated operational issues,
• Communicate with advisor teams regarding potential operations issues,
• Execute and take ownership of assigned projects
• Maintain regular updates to manager on progress and challenges
• Collaborate with CIB operation teams for process improvements
• Support operational efficiency initiatives
• Ensure compliance with firm policies and procedures
• Utilize strong Excel skills for reporting and analysis
• Foster a positive and inclusive team environment
• Contribute to continuous improvement of operational workflows

Skills

Operations experience

Excel skills

Interpersonal and communication

Education

Undergraduate degree

Series 7 license

Tools

Brokerage systems

Job description

JPMorgan Chase is seeking a Branch Operations Support Associate within J.P. Morgan Advisors.

You will help Financial Advisor teams by promoting efficient branch operations, ensuring seamless client onboarding, and resolving client issues promptly and accurately. Reporting to the Branch Operations Director, you will execute critical processes, collaborate with Corporate and Investment Bank operations teams, participate in projects, own deliverables, and work independently while keeping your