J.P. Morgan Wealth Management - Senior Associate, Executive Office of Client Transfers

JPMorgan Chase; Plano (TX); On-site; USD 65,000 - 100,000; Full time

Job summary

An established industry player in wealth management seeks a strategic thinker for their Executive Office of Client Transfers. This role is pivotal in ensuring that client transfer processes align with business strategies and client needs. You will lead the execution and analysis of transfer programs, collaborating with field leaders and advisors to enhance client satisfaction. Your ability to manage multiple priorities while maintaining attention to detail will be crucial. Join a dynamic team that values your insights and commitment to excellence, and help shape the future of client transfers in a fast-paced financial environment.

Qualifications

• 3+ years of experience in financial services required.
• Strong analytical and communication skills essential.

Responsibilities

• Lead delivery and analysis of client transfer programs.
• Coordinate with stakeholders to ensure professional handling of transfers.
• Provide reporting and analytics on transfers and results.

Skills

Analytical Thinking

Communication Skills

Attention to Detail

Problem Solving

Client Management

Teamwork

Education

Bachelor's Degree in Finance or related field

Tools

Microsoft PowerPoint

Microsoft Word

Microsoft Excel

Job description

Join the J.P. Morgan Wealth Management team and play a crucial role in the Executive Office of Client Transfers. You'll lead the delivery, execution, and analysis of our client transfer programs, aligning our processes with business strategy and client needs. This role requires a strategic thinker who can manage transfer opportunities, coordinate with market leaders, resolve conflicts, and ensure professional handling of client transfers. Your commitment to improving client satisfaction and business outcomes is key.

As a Senior Associate in the Executive Office of Client Transfers within J.P. Morgan Wealth Management, you will play a pivotal role in ensuring that our transfer processes align with our business strategy and client needs. You will lead the delivery, execution, and analysis of our client transfer programs, working closely with field leaders, advisors, and other stakeholders to ensure that client transfers are handled with the highest professionalism and care. This role requires a strategic thinker with sound judgment who can handle multiple priorities and is committed to improving client satisfaction and business outcomes.

Job Responsibilities

1. Respond to field inquiries on the program, including process, policy, and reporting; communicate program and policy changes to leadership, managers, field, and support partners; maintain program overview materials and field call lists.
2. Gather transfer requests and monitor for recent transfers; provide ongoing updates to Advisors and Managers while details are under review.
3. Review evidence to classify each client situation. Confirm transfer classification with all partners and provide updates to Advisors and Managers after transfer finalization.
4. Provide regular updates to Advisors and Managers; track transfers and coordinate revenue share review; submit revenue shares to the incentive system and coordinate with Finance and Controllers to execute economic arrangement across channels.
5. Track breaks in prospecting guidelines; coordinate and follow-up on outcomes, including restricting referrals and managing the policy framework; prepare and manage Exception requests.
6. Provide reporting and analytics on identified transfers and results, including flows, revenue, and assets; identify repeat trends of success or issues; publish monthly reporting to managers and executive updates to business leaders; present program updates, advisor trends, and client outcomes to senior leadership.

Required Qualifications, Capabilities, and Skills

1. Possess 3+ years of experience in financial services.
2. Work directly with field managers and Advisors to arrange, organize, and troubleshoot solutions on important Advisor programs including Teaming, Retirement, and Partnerships.
3. Balance and deliver on multiple priorities; maintain a strong attention to detail and exercise a controls mindset.
4. Demonstrate intellectual curiosity and honesty - seek out the truth and ground decisions in the facts; genuinely interested in leaving each opportunity in a better place than it is today.
5. Think analytically and stay grounded in data to understand and analyze complex business processes.
6. Exhibit strong oral and written communication skills to influence at all levels; capable of concision and brevity.
7. Require intermediate Microsoft PowerPoint, Word, and Excel skills.
8. Self-motivate with a strong sense of responsibility and initiative.
9. Exercise good judgment and discretion working with highly confidential information; our decisions can have a meaningful impact on Clients and Advisors and we treat each situation with respect.