J.P. Morgan Wealth Management - Branch Operations Support Associate
About The Position
As a Branch Operations Support Associate within J.P. Morgan Advisors, you assist Financial Advisor teams by supporting efficient branch operations, seamless client onboarding, and prompt, accurate resolution of client issues. Reporting to the Branch Operations Director, you execute operational processes and collaborate with Corporate and Investment Bank operations teams to provide timely updates and communications to advisor teams. You contribute to projects, own assigned deliverables, work independently, and keep your manager informed of progress and outcomes. The role calls for an enthusiastic, self-directed person motivated to develop and implement effective solutions.
Requirements
- A minimum of 3 years of operations experience.
- Experience working with product groups.
- Understanding of the 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 and a control-oriented mindset.
- Ability to multitask with strong attention to detail.
- Excellent interpersonal and communication skills, a team-player mindset, and strong Excel skills.
- Undergraduate degree.
Nice To Haves
- Series 7 license.
- Ambitious and energetic approach to problem-solving.
- Personal motivation to deliver results.
- Ability to lead process improvement initiatives.
- Experience in project management.
- Enthusiasm for learning new systems and processes.
- Strong analytical acumen.
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.
- Provide the manager with regular updates on progress and challenges.
- Collaborate with CIB operations teams on process improvements.
- Support operational efficiency initiatives.
- Ensure compliance with firm policies and procedures.
- Use Excel for reporting and analysis.
- Foster a positive and inclusive team environment.
- Contribute to continuous improvement of operational workflows.
Benefits
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
