As a Branch Operations Support and Fund Transfer Specialist you will assist in all middle office operations as it relates to the Financial Advisor teams within J.P. Morgan Advisor. This role is reporting into and will be supporting the Branch Operations Director.Job responsibilities:
Support Financial Advisor and new client on-boarding processes
Monitoring money transfer queue and performing outbound client calls for verification/confirmation
Manage daily email and phone inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures, as well as applicable FINRA and other federal regulations
Provide high quality, high touch service to J.P. Morgan Advisor Financial Advisors and Client Associates
Research, follow-up and resolve inquiries and issues through effective interaction with advisors, client associates, product partners, branch/operations teams and other staff in a timely and professional manner
Assist with issue resolution for any complications/problems that may arise
Participate in and take ownership for projects
Be able to work independently, but keep manager informed of progress and any issues
Required qualifications, capabilities, and skills:
3+ years of Operations experience
Experience working with various product groups
Understanding of Brokerage Business
Experience interfacing with Trading desks, operational teams and Financial Advisors
Experience with trading operations and/or systems
Ability to work in a high-pressure environment with tight deadlines
Must have a control-oriented mindset
Ability to multi-task and strong attention to detail
Excellent interpersonal and communication skills
Must be a team player
Must have strong excel skills
Preferred qualifications, capabilities, and skills:
Undergraduate degree preferred
Series 7 licenses preferred
Alteryx certified 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation 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/Veterans
