J.P. Morgan Advisors - Financial Advisors Transition Team Specialist

JPMorgan Chase & Co. • Boston, MA

1d

About The Position

Join JPMorganChase as a Financial Advisors Transition Team Specialist,
partnering with newly recruited JPMorgan Advisors teams to onboard clients,
streamline account transitions, and train advisors on firm systems and best
practices while serving as a cross‑functional liaison to deliver a seamless,
compliant client experience.

Financial Advisors Transition Team Specialist

Requirements

• Bachelor’s degree or equivalent experience required.
• Ability to travel domestically up to 75% and for extended periods of time.
• Proven ability to work independently and manage multiple responsibilities with a high degree of accuracy in a high-pressure environment.
• High proficiency with Microsoft Word, PowerPoint, and Excel.

Nice To Haves

• FINRA Series 7 and 66 preferred but not required.

Responsibilities

• Acting as a Transition Associate within JPMorgan Advisors, you’ll be embedded with newly recruited teams to actively transition their clients and businesses.
• Involves extensive Financial Advisor and client contact; you will engage in all activities that touch prospective or existing clients of the newly recruited Advisor and support team.
• Serve as a day-to-day training resource to new Financial Advisors and their existing support staff on JPMorgan Advisors procedures, systems, and best practices.
• Interact with Financial Advisors and clients across diverse products; responsibilities include mastering product-specific applications, building relationships with internal product and platform teams, ensuring completion of required training by the new team, and supporting general acclimation to JPMorgan Advisors.
• Serve as a liaison between the sales team, branch management, compliance and supervisory teams, client onboarding, and various other business units throughout the firm.
• Partner with Client Onboarding Group on the account opening process for all new clients (brokerage, managed, credit, and deposits); manage and track outgoing and incoming account documentation, review client documentation for accuracy and completeness, and collect account-specific information while operating in compliance with regulatory procedures.
• Review client account activity daily to ensure overall accuracy, ACAT processing, proper settlement of transactions, and reconciliation of sales credits and fees.
• Train new support teams to perform account maintenance, including money transfer requests, address changes, and related updates.
• Complete ad hoc Financial Advisor and client-related projects as needed.
• Potentially serve as an informal team lead for onboarding efforts, including status reporting and executive summaries.

Benefits

• 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, paid in the form of cash and/or forfeitable equity, 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees