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