Branch Operations & Onboarding Specialist

JP Morgan Chase; New York (NY); On-site; USD 70,000 - 95,000; Full time

Job summary

J.P. Morgan Advisors in New York seeks a Branch Operations Support Associate to help Financial Advisor teams run efficient branch operations, ensure smooth client onboarding, and resolve issues promptly.

Reporting to the Branch Operations Director, you will own projects, collaborate with corporate and investment bank operations, and provide timely updates to advisor teams.

If you are detail-oriented, capable under pressure, and committed to compliant processes, you will thrive in this role.

Qualifications

• 3+ years of operations experience.
• Experience interfacing with operational teams, client associates, and Financial Advisors.
• Experience with brokerage operations or systems.
• Undergraduate degree

Responsibilities

• Guide onboarding processes for Financial Advisors and new clients.
• Lead resolution of escalated operational issues.
• Communicate with advisor teams about potential operations issues.
• Execute and own assigned projects.
• Provide regular updates to management on progress and challenges.
• Collaborate with CIB operation teams for process improvements.
• Support operational efficiency initiatives.
• Ensure compliance with firm policies and procedures.
• Utilize Excel for reporting and analysis.
• Foster a positive and inclusive team environment.
• Contribute to continuous improvement of workflows.

Skills

Interpersonal skills

Attention to detail

Team oriented

Education

Bachelor's degree

Tools

Excel

Job description

J.P. Morgan Advisors in New York seeks a Branch Operations Support Associate to help Financial Advisor teams run efficient branch operations, ensure smooth client onboarding, and resolve issues promptly.

Reporting to the Branch Operations Director, you will own projects, collaborate with corporate and investment bank operations, and provide timely updates to advisor teams.

If you are detail-oriented, capable under pressure, and committed to compliant processes, you will thrive in this role.