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Chase · 1 day ago

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

277 Park Ave, New York, NY, 10172, US

Full-time

Onsite

Entry, Mid Level

$88K/yr - $128K/yr

2+ years exp

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. As a Branch Operations Support Associate in J.P. Morgan Advisors, you will assist in operations for Financial Advisor teams, supporting seamless client onboarding and issue resolution.

BankingFinancial Services

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

Qualification

Operations experienceBrokerage operations knowledgeExcel skillsProject management experienceInterpersonal skillsAnalytical acumenControl-oriented mindsetTeam player mindsetAttention to detailProblem-solving approach