J.P. Morgan Wealth Management - Branch Operations Support Associate

JPMorganChase; New York (NY); On-site; USD 72,000 - 110,000; Full time

Job summary

JPMorganChase in New York is seeking a Branch Operations Support Associate to promote efficient branch operations, onboard clients, and resolve issues promptly. You will report to the Branch Operations Director and collaborate with Corporate and Investment Bank operations to deliver timely updates to advisor teams.

The ideal candidate has at least 3 years of operations experience, familiarity with brokerage operations or systems, strong Excel skills, and an undergraduate degree.

Qualifications

• A minimum of 3 years of operations experience.
• Experience interfacing with operational teams, client associates, and Financial Advisors.
• Excellent interpersonal and communication skills; strong Excel skills.

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.

Skills

Operations experience

Excel

Interpersonal skills

Team player

Education

Undergraduate degree

Series 7 license

Job description

Job Description

JJ.P. Morgan Advisors combines the strengths of the global J.P. Morgan family with best-in-class external resources to help clients achieve their financial goals. Our team values collaboration, innovation, and a commitment to client service. We foster an inclusive environment where every team member can thrive and contribute to our shared success.

Job Summary

As a Branch Operations Support Associate within J.P. Morgan Advisors, you assist 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 execute critical operational processes and collaborate with Corporate and Investment Bank operations teams to deliver timely updates and communications to advisor teams. You contribute to key projects, take ownership of assigned deliverables, and work independently while keeping your manager informed of progress and outcomes. If you are enthusiastic, self-directed, and motivated to develop and implement effective solutions, you will be a strong addition to our team.

Job 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

Required Qualifications, Capabilities, And Skills

• A 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

Preferred Qualifications, Capabilities, And Skills

• Series 7 license
• Ambitious and energetic approach to problem-solving
• Personally motivated to deliver results
• Ability to lead process improvement initiatives
• Experience in project management
• Enthusiastic about learning new systems and processes
• Strong analytical acumen

ABOUT US

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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching
• more

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About The Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.