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When you join JPMorgan Chase & Co. you will have the opportunity to utilize your talents and leadership capabilities in an inclusive community of Wealth Advisors. Offering a wide range of career growth, internal mobility all while expanding your skill set with a growing team.As a Transition Specialist within J.P. Morgan Advisors, you will be a crucial part of a newly recruited Financial Advisor(s) team. Your role will involve actively transitioning their clients and business from their previous firm. You will be extensively involved with the Financial Advisor and client contact and will be involved in all activities that touch prospective or existing clients of the newly recruited Advisor and support team. You will be a day-to-day training resource to the new Financial Advisors and their existing support staff around J.P. Morgan Advisors procedures, systems, and best practices. This role provides an opportunity to work in a fast-paced environment, anticipate client needs, and contribute to the success of the team.Job Responsibilities:
Serve as a liaison between the sales team, branch management, compliance and supervisory teams, client onboarding, and various other business units throughout the firm.
Partner with Client Onboarding Group on account opening process for all new clients (brokerage, managed, credit, and deposits). Includes managing, and tracking, the flow of outgoing and incoming client account opening documentation, reviewing client documentation for accuracy and completeness, and other collection of account-specific information, while operating within compliance with regulatory procedures.
Review client account activity on a daily basis to ensure overall accuracy, ACAT processing, proper settlement of transactions, and reconciliation of sales credits and fees.
Train new support team to perform account maintenance including money transfer requests, address changes, etc.
Complete ad hoc, Financial Advisor and client-related projects as needed.
Potentially serve as informal "team lead" for an onboarding effort, responsible for reporting, executive summaries, etc.
Required qualifications, capabilities, and skills:
Series 7, 66 and SIE licenses required within 120 days from start
Ability to travel domestically, up to 75%, and for extended periods of time is required
Proven ability to be a self-starter and work independently in a high-pressure environment
Works well in a fast-paced environment and has the ability to proactively recognize and anticipate client needs
Demonstrate proactive follow-up and follow through on a task from start to finish
Ability to communicate effectively with clients and provide financial solutions
Highly proficient user of Outlook, Word, PowerPoint and Excel
Preferred qualifications, capabilities, and skills:
Bachelor's degree or equivalent experience preferred
10 plus years of financial services experience preferred
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. For those in eligible roles, discretionary incentive compensation which may be 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.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/VeteransBase Pay/SalarySan Francisco,CA $119,700.00 - $184,000.00 / year; Los Angeles,CA $107,350.00 - $165,500.00 / year; New York,NY $119,700.00 - $184,000.00 / year
