JPMorgan JP Morgan Advisors - Branch Operations Support 

United States, Delaware, Wilmington 

946451103

As a Branch Operations Support and Fund Transfer Specialist you will assist in all middle office operations as it relates to the Financial Advisor teams within J.P. Morgan Advisor. This role is reporting into and will be supporting the Branch Operations Director.

Job responsibilities:

• Support Financial Advisor and new client on-boarding processes
• Monitoring money transfer queue and performing outbound client calls for verification/confirmation
• Manage daily email and phone inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures, as well as applicable FINRA and other federal regulations
• Provide high quality, high touch service toJ.P. Morgan AdvisorFinancial Advisors and Client Associates
• Research, follow-up and resolve inquiries and issues through effective interaction with advisors, client associates, product partners, branch/operations teams and other staff in a timely and professional manner
• Assist with issue resolution for any complications/problems that may arise
• Participate in and take ownership for projects
• Be able to work independently, but keep manager informed of progress and any 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
• Alteryx certified preferred