J.P. Morgan Advisors - Business Analyst - Morristown, NJ

JPMorgan Chase & Co.•Morristown, NJ

6d•Onsite

About The Position

As a Business Analyst in the branch, you will perform a wide variety of delegated functions related to the Regional Director’s overall plan and vision for the branch. You will provide dedicated business support to Wealth Advisors and their clients while establishing, maintaining and building relationships. You will deliver exceptional client service and will be involved in all activities that touch prospective and existing clients.

Requirements

Highly proficient user of Outlook, Word, PowerPoint and Excel
Ability to communicate effectively with clients and maintain professionalism in difficult situations
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
3+ years’ experience in Financial Services Industry
Bachelor’s degree required

Responsibilities

Exhibit initiative management in development of strategies for branch execution of projects and management initiatives
Manage and oversee execution of onboarding new Financial Advisors including day one package delivery, letters and emails to clients, tracking new client onboarding while adhering to protocol
Develop and display ownership of employee offboarding processes including appropriate distribution of departing Financial Advisor’s book of business
Create and develop strategies in partnership with Business-aligned functional areas to ensure communication flow and improve efficiencies
Identify and report efficiencies/inefficiencies to corresponding leaders in other groups to improve growth and development
Partner with Risk and Controls, Supervisory Management, Legal and Compliance partners to assist in solving issues and requests from Advisors/Clients
Develop and implement a communications strategy for key initiatives while ensuring effective communication of important updates from Business-aligned functional areas to local management and front office