Asset & Wealth Management, J.P.Morgan Securities, Transition Team Associate

Jpmorgan Chase & Co. Brooklyn , NY 11201

Posted 3 weeks ago

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Asset & Wealth Management, J.P.Morgan Securities, Transition Team Associate

Req #: 180101578

Location: Brooklyn, NY,US

Job Category: Customer Service

Job Description:

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at

Asset & Wealth Management

J.P. Morgan Asset & Wealth Management, with client assets of $2.6 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

JPMorgan Securities Overview:
At JP Morgan Securities (JPMS), we have been helping high net worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Financial Advisors throughout the United States, JPMS offers clients a broad suite of transactional, wealth management and investment advisory services. Our Financial Advisors are among the most experienced and creative in the industry. We excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients.

Transition Associate Responsibilities:

  • Role entails being embedded with a newly recruited team to JPMS, and actively transitioning their clients and business from their previous Firm.

  • Position involves extensive Financial Advisor and client contact, individual will be involved 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 the new Financial Advisors and their existing support staff around JPMS procedures, systems, and best practices.

  • Interact with Financial Advisors and clients in diverse products; includes mastering product-specific applications, building relationships with internal product and platform teams, ensuring completion of required training by the new team, and general acclimation to JPMS

  • 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 account opening process for all new clients (brokerage, managed, credit, and deposits). Includes managing, and tracking, the flow of outgoing and incoming client account opening documentation, reviewing client documentation for accuracy and completeness, and other collection of account-specific information, while operating within compliance with regulatory procedures.

  • Review client account activity on a daily basis to ensure overall accuracy, ACAT processing, proper settlement of transactions, and reconciliation of sales credits and fees.

  • Train new support team to perform account maintenance including money transfer requests, address changes, etc.

  • Complete ad hoc, Financial Advisor and client-related projects as needed.


  • Bachelor's degree or equivalent experience required

  • Series 7 & 66 licenses strongly preferred, or required shortly after hire

  • Ability to travel domestically, up to 75%, and for extended periods of time

  • Proven ability to work independently and competently handle multiple responsibilities, with a high degree of accuracy, in a high pressure environment.

  • Highly proficient user of Word, PowerPoint and Excel

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Asset & Wealth Management, J.P.Morgan Securities, Transition Team Associate

Jpmorgan Chase & Co.