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

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

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