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

JPMorgan Chase · New York, United States · 5d ago

Mid levelOn-siteInvestment & Asset Management

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.

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