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JPMorgan JP Morgan Advisors - Branch Operations Support Specialist Associate 
United States, New York, New York 
910275687

25.06.2024

As a Branch Operations Support Associate you will assists in all middle office operations as it relates to the Financial Advisor teams within J.P. Morgan Advisors.

Job responsibilities:

  • Support Financial Advisor and new client on-boarding processes
  • Assist with issue resolution for any complications/problems that may arise
  • Coordination of client data and account information between clients and brokers
  • Assist with Operational processing functions
  • Participate in and take ownership for projects
  • Be able to work independently, but keep manager informed of progress / 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