Branch Operations & Onboarding Specialist

JPMorgan Chase & Co.; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

J.P. Morgan Advisors is seeking a Branch Operations Support Associate in New York to promote efficient branch operations, ensure seamless client onboarding, and resolve issues promptly.

You will report to the Branch Operations Director and collaborate with Corporate and Investment Bank operations teams to deliver timely updates to advisor teams. The role requires 3+ years in operations, brokerage knowledge, and strong Excel skills.

Qualifications

• Minimum of 3 years of operations experience.
• Experience working with product groups.
• Understanding of brokerage business.
• Experience interfacing with operational teams, client associates, and Financial Advisors.
• Experience with brokerage operations or systems.
• Ability to work in a high-pressure environment with tight deadlines, control-oriented mindset.
• Ability to multi-task with strong attention to detail.
• Excellent interpersonal and communication skills, team player mindset, strong Excel skills.
• Undergraduate degree.

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

Experience with product groups

Brokerage knowledge

Interfacing with teams

Brokerage operations/systems

Work under pressure

Multi-tasking

Excel skills

Series 7 license

Education

Undergraduate degree

Tools

Excel

Job description

J.P. Morgan Advisors is seeking a Branch Operations Support Associate in New York to promote efficient branch operations, ensure seamless client onboarding, and resolve issues promptly.

You will report to the Branch Operations Director and collaborate with Corporate and Investment Bank operations teams to deliver timely updates to advisor teams. The role requires 3+ years in operations, brokerage knowledge, and strong Excel skills.