Branch Ops Associate — Onboarding & Process Improvement

JPMorgan Chase & Co.; City of Rochester (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

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

You will report to the Branch Operations Director and collaborate with Corporate and Investment Bank operations teams on updates and communications for advisor teams. The role requires strong Excel proficiency, 3+ years in operations, and a proactive, self-directed approach to delivering high-quality results within a

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; 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

Attention to detail

Communication skills

Team player

Multi-tasking

Analytical thinking

Education

Undergraduate degree

Tools

Excel

Job description

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

You will report to the Branch Operations Director and collaborate with Corporate and Investment Bank operations teams on updates and communications for advisor teams. The role requires strong Excel proficiency, 3+ years in operations, and a proactive, self-directed approach to delivering high-quality results within a