Job DescriptionHelp power the day-to-day engine behind J.P. Morgan Advisor-where operational excellence enables advisors to focus on clients. In this role, you'll keep processes moving, resolve issues quickly, and strengthen controls that support great outcomes.
As a Branch Operations Support Manager within J.P. Morgan Advisors, you will assist in middle office operations supporting Financial Advisor (FA) teams and their clients. Reporting to and supporting the Branch Operations Director, you will coordinate onboarding, operational processing, and issue resolution while taking ownership of projects and progress updates, ensuring reliable execution in a fast-paced, deadline-oriented environment.
Job responsibilities- Support Financial Advisor and new client onboarding processes
- Assist with issue resolution for complications or problems that may arise
- Coordinate client data and account information between clients and brokers
- Assist with operational processing functions
- Participate in and take ownership of projects
- Work independently while keeping your manager informed of progress and issues
Required qualifications, capabilities, and skills- 3+ years of operations experience
- Experience working with various product groups
- Understanding of the brokerage business
- Experience interfacing with Trading desks, operational teams, and Financial Advisors
- Ability to work in a high-pressure environment with tight deadlines
- Control-oriented mindset with strong attention to detail
- Strong Excel skills and excellent interpersonal and communication skills
Preferred qualifications, capabilities, and skills- Experience with trading operations and/or systems
- Team player mindset
- Undergraduate degree
- Series 7 preferred
About the TeamOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
