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 to J.P. Morgan Advisor Financial 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