JP Morgan Chase & Co.

J.P. Morgan Advisors - Financial Advisors Transition Team Specialist -Miami, FL

JP Morgan Chase & Co. • $70K — $95K *
Miami, FL 33186In-Person
Finance & Insurance
Less than 5 years of experience
4 days ago
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience required.
  • Ability to travel domestically up to 75% and for extended periods.
  • Proven ability to manage multiple responsibilities independently with accuracy in high-pressure environments.
  • High proficiency with Microsoft Word, PowerPoint, and Excel.

Responsibilities

  • Act as a Transition Associate, embedded with newly recruited teams for client and business transitions.
  • Engage with new Financial Advisors and clients on various activities and support their acclimation to JPMorgan Advisors.
  • Provide day-to-day training on procedures, systems, and best practices to new Financial Advisors and support staff.
  • Master product-specific applications and build relationships with internal teams for diverse products.
  • Serve as a liaison among sales, branch management, compliance, and client onboarding teams.
  • Partner with Client Onboarding Group to manage account opening processes and documentation accuracy.
  • Review daily client account activity to ensure accuracy and proper transaction settlements.

Benefits

  • Comprehensive health care coverage.
  • On-site health and wellness centers.
  • Retirement savings plan.
  • Backup childcare support.
  • Tuition reimbursement offered.
  • Mental health support resources.
  • Financial coaching accessible to employees.
Full Job Description
Job Description

Job Responsibilities
  • Acting as a Transition Associate within JPMorgan Advisors, you'll be embedded with newly recruited teams to actively transition their clients and businesses.
  • Involves extensive Financial Advisor and client contact; you will engage in all activities that touch prospective or existing clients of the newly recruited Advisor and support team.
  • Serve as a day-to-day training resource to new Financial Advisors and their existing support staff on JPMorgan Advisors procedures, systems, and best practices.
  • Interact with Financial Advisors and clients across diverse products; responsibilities include mastering product-specific applications, building relationships with internal product and platform teams, ensuring completion of required training by the new team, and supporting general acclimation to JPMorgan Advisors.
  • Serve as a liaison between the sales team, branch management, compliance and supervisory teams, client onboarding, and various other business units throughout the firm.
  • Partner with Client Onboarding Group on the account opening process for all new clients (brokerage, managed, credit, and deposits); manage and track outgoing and incoming account documentation, review client documentation for accuracy and completeness, and collect account-specific information while operating in compliance with regulatory procedures.
  • Review client account activity daily to ensure overall accuracy, ACAT processing, proper settlement of transactions, and reconciliation of sales credits and fees.
  • Train new support teams to perform account maintenance, including money transfer requests, address changes, and related updates.
  • Complete ad hoc Financial Advisor and client-related projects as needed.
  • Potentially serve as an informal team lead for onboarding efforts, including status reporting and executive summaries.
Required Qualifications, Capabilities, and Skills
  • Bachelor's degree or equivalent experience required.
  • Ability to travel domestically up to 75% and for extended periods of time.
  • Proven ability to work independently and manage multiple responsibilities with a high degree of accuracy in a high-pressure environment.
  • High proficiency with Microsoft Word, PowerPoint, and Excel.


We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

About the Team

Our 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.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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