J.P. Morgan Advisors - Branch Operations Support and Fund Transfer Specialist, Associate

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