Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

J.P. Morgan Wealth Management - Branch Operations Support Associate

JP Morgan Chase

JJ.P. Morgan Advisors combines the strengths of the global J.P. Morgan family with best-in-class external resources to help clients achieve their financial goals. Our team values collaboration, innovation, and a commitment to client service. We foster an inclusive environment where every team member can thrive and contribute to our shared success.Job SummaryAs a Branch Operations Support Associate within J.P. Morgan Advisors, you assist Financial Advisor teams by promoting efficient branch operations, ensuring seamless client onboarding, and resolving client issues promptly and accurately. Reporting to the Branch Operations Director, you execute critical operational processes and collaborate with Corporate and Investment Bank operations teams to deliver timely updates and communications to advisor teams. You contribute to key projects, take ownership of assigned deliverables, and work independently while keeping your manager informed of progress and outcomes. If you are enthusiastic, self-directed, and motivated to develop and implement effective solutions, you will be a strong addition to our team.Job ResponsibilitiesGuide Financial Advisor and new client onboarding processes, Lead resolution of escalated operational issues, Communicate with advisor teams regarding potential operations issues, Execute and take ownership of assigned projectsMaintain regular updates to manager on progress and challengesCollaborate with CIB operation teams for process improvementsSupport operational efficiency initiativesEnsure compliance with firm policies and proceduresUtilize strong Excel skills for reporting and analysisFoster a positive and inclusive team environmentContribute to continuous improvement of operational workflowsRequired qualifications, capabilities, and skillsA minimum of 3 years of operations experienceExperience working with product groupsUnderstanding of brokerage businessExperience interfacing with operational teams, client associates, and Financial AdvisorsExperience with brokerage operations or systemsAbility to work in a high-pressure environment with tight deadlines, control-oriented mindsetAbility to multi-task with strong attention to detailExcellent interpersonal and communication skills, team player mindset, strong Excel skillsUndergraduate degreePreferred qualifications, capabilities, and skillsSeries 7 licenseAmbitious and energetic approach to problem-solvingPersonally motivated to deliver resultsAbility to lead process improvement initiativesExperience in project managementEnthusiastic about learning new systems and processesStrong analytical acumenChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.Equal Opportunity Employer/Disability/Veterans 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. 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. Full timePosting Date: 2026-09-22

Vacancy posted 3 hours ago
Similar jobs that could be interesting for youBased on the J.P. Morgan Wealth Management - Branch Operations Support Associate in New York, NY vacancy
  • J.P. Morgan Wealth Management is seeking a Private Client Investment Associate to provide client service, operational support, and administrative assistance to Private Client Advisors. Responsibilities include facilitating account openings, money movement, and investment... 
    Suggested
    Full time

    Next Frontier Capital

    New York, NY
    4 days ago
  • Morgan Stanley is seeking a Service Associate in New York to provide operational support and general management assistance. You will handle document maintenance...  ...with service, risk, and branch teams. The role emphasizes...  ...benefits follow. #J-18808-Ljbffr Morgan Stanley
    Suggested

    Morgan Stanley

    New York, NY
    4 days ago
  •  ...products and interpreting operations data for growth...  ...Portfolio Operations Associate in the Chief Analytics...  ...In this role you will support portfolio operations...  ...-to-day book-of-work management of the Chief Analytics...  ...clients under the J.P. Morgan and Chase brands. Our... 
    Suggested
    Work at office

    JP Morgan Chase

    New York, NY
    1 day ago
  • Accendra Health, Inc. is seeking a Branch Coordinator to support daily branch operations and the Branch Manager, with telework eligibility. You will handle intake processing...  ...documentation, and assisting with post-delivery tasks. #J-18808-Ljbffr Accendra Health, Inc.
    Suggested
    Remote job

    Accendra Health, Inc.

    New York, NY
    5 days ago
  •  ...Chase.As part of Risk Management and Compliance, you...  ...Digital Asset Intelligence Operations, you are responsible...  ...digital assets and associated financial crime risks...  ...legal requirements; support responses to...  ...government clients under the J.P. Morgan and Chase brands. Our... 
    Suggested

    J.P. Morgan

    New York, NY
    5 days ago
  • $23 - $30.25 per hour

     ...place. Living the Well Life means you’re supported in life, not just work. It means having...  ...this role: Wells Fargo is seeking a Branch Operations Coordinator for our National Branch...  ...the organization Support the Branch manager in operational tasks and scheduling... 
    Work experience placement

    Wells Fargo

    New York, NY
    19 hours ago
  • $120k - $172k

     ...strategically minded Vice President to join our Wealth Management Operations Strategy team. This leader will drive...  ...has deep, hands on experience supporting digital asset products within a...  ...external business partner relationships.Morgan Stanley is an industry leader in... 
    Temporary work
    Local area

    Morgan Stanley

    New York, NY
    2 days ago
  • $85k - $105k

     ...specialty building products, operating out of 26 branches throughout the United States...  ...all activities as Branch Manager of our Greenvale, NY Branch....  ...share Understanding of the P & L and will have full responsibility...  ...Rugby as a Performance Meritocracy. #J-18808-Ljbffr... 
    Temporary work

    Rugby Architectural Building Products

    New York, NY
    1 day ago
  • $62.4k

     ...Community Bank, N.A., operates more than 200...  ...banking, wealth management, investment management...  ...we celebrate and support a diverse workplace...  ...Responsibilities The Branch Manager leads the...  ...mitigate risks associated with branch...  ...USD $88,000.00/Yr. #J-18808-Ljbffr... 
    Local area
    Flexible hours

    Benefit Plans Administrative Services, Inc.

    New York, NY
    1 day ago
  • $92k - $145k

     ...Branch Support Manager in Wealth and Investment Management Wells Fargo is seeking a Branch Support...  ...you will: Lead a team of Client Associates in transactional tasks and processes...  ...money?movement adoption while reducing operational support issues and documentation... 
    Ongoing contract
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    New York, NY
    4 days ago
  • $110k - $130k

     ...Branch Manager Avenue U Platform Location: Brooklyn, NY, US,...  ...attracting new money. P/L management Be fully accountable...  ...and procedures Operations Be responsible for overseeing...  ...solutions and strongly support the communities we...  ..., Management, Legal, Sales #J-18808-Ljbffr... 
    Full time
    Temporary work
    Part time
    Seasonal work
    Local area
    Immediate start
    Flexible hours

    Popular

    New York, NY
    2 days ago
  • $65k

     ...income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer's Operations team is seeking a candidate that will support the daily functioning of both senior executive and senior management. The role... 

    Oppenheimer & Co.

    New York, NY
    2 days ago
  •  ...Restaurant Depot is seeking an Assistant Branch Manager in New York to lead daily operations, manage staff and drive customer...  ...relations with customers while supporting the branch's bottom-line goals....  ...commitment to company values and exceptional service. #J-18808-Ljbffr... 

    Jetro Restaurant Depot

    New York, NY
    1 day ago
  •  ...Irby Utilities in Pennsylvania seeks a Branch Manager to oversee all branch operations, drive efficiency, and maximize profit across sales, warehouse...  ...with customers and vendors, coach staff, and develop budgets and forecasts to support growth. #J-18808-Ljbffr... 

    Sonepar Canada, Inc.

    New York, NY
    14 hours ago
  • $22.5 - $28 per hour

     ...process. Assistant Branch Manager - Latham Staff...  ...daily oversight of operations and the achievement...  ...provides high‑level support to the teller line...  ...historically associated with race), color,...  ...and mobile banking, wealth management, money...  ...company performance. #J-18808-Ljbffr... 
    Hourly pay
    Work at office
    Local area
    Immediate start
    Flexible hours

    Arrow Financial Services

    New York, NY
    1 day ago
  • Serve as the branch sales leader Acquire, deepen, and retain customer...  ...growth objectives with operational risk management Complete the Branch Manager...  ...productivity Partner with Wealth & Investment Management,...  ...Prevention Compliance Controls #J-18808-Ljbffr Jobtailor
    Work experience placement

    Jobtailor

    New York, NY
    2 days ago
  •  ...Operations Associate Established in 2002 and headquartered...  ...strategically located branches near two of the citys...  ...an important role in supporting the day-to-day operation...  ...to the Operations Manager, providing operational...  ...the role. We offer J-1 visa sponsorship... 
    Traineeship
    Local area
    Immediate start
    Visa sponsorship
    Shift work
    Weekend work

    Holland Bikes

    New York, NY
    3 days ago
  • $25 - $32 per hour

     ...Operations Support Associate *Important: Please review the shift and training requirements before applying* This is a full weekend shift, with additional weekday needs. Please see below for the exact schedule: Friday: 10am-9pm ET Saturday: 8am-7pm ET Sunday... 
    Hourly pay
    Local area
    Remote work
    Monday to Friday
    Flexible hours
    Shift work
    Weekend work
    Weekday work

    Imagen

    New York, NY
    4 days ago
  • $60k - $75k

     ...Activant Capital, JP Morgan Payments, Winnebago Industries...  ...a highly motivated Operations Associate to join our operations...  ...efficiency and supporting efforts to obtain additional...  .... Responsibilities Manage the complete lifecycle...  ...Range: $60K - $75K #J-18808-Ljbffr Ekho
    Relocation

    Ekho

    New York, NY
    5 days ago
  • $100k - $150k

    At Morgan & Morgan, the work we do matters. For...  ...states, to client support staff, creative marketing to operations teams, every member...  ...& Operations Associate to join our team in...  ...knowledge of case management program and other firm...  ...privacy policy. #J-18808-Ljbffr Morganmorganjobsapplynow
    Full time
    Work experience placement
    Local area

    Morganmorganjobsapplynow

    New York, NY
    5 days ago
  •  ...hardworking and thoughtful Operations Associates, looking to make a...  ..., locations, etc. Managing a caseload of mentorships...  ...facilitation and high-touch support to Mentors and Protégé...  ...all ranks and branches of our military. Benefits...  ...assistance #J-18808-Ljbffr American... 
    Full time
    Work at office
    Immediate start

    American Corporate Partners (ACP)

    New York, NY
    5 days ago
  •  ...House provides finance, operations, and marketing support for NYC's best...  ...Grocers, Montague Diner, S&P Lunch, Elbow Bread,...  ...hiring an Operations Associate to be the day-to-day...  ...grow into an Account Manager role over time. Responsibilities...  ...client restaurants #J-18808-Ljbffr Back... 

    Back House

    New York, NY
    5 days ago
  • DEUTZ AG is seeking a Branch Manager in Mableton, GA to oversee the daily operations of the DEUTZ Power Center, including all departments...  ...revenues and profitability, and support the Dealer product support...  ...service. Domestic travel is expected. #J-18808-Ljbffr Deutz AG

    Deutz AG

    New York, NY
    6 days ago
  • $75k - $150k

     ...ownership of your career. Job Description Summary The Operations Manager manages all aspects of the branch/area with expectations to meet branch/area operating...  ...orientation, national origin, age, disability, or any other protected status. #J-18808-Ljbffr TopBuild Corp.
    Work experience placement
    Work at office

    TopBuild Corp.

    New York, NY
    5 days ago
  • $26 - $29 per hour

     ...businesses and expand our associates’ potential for career...  ...Being the next generation Branch Operations Lead at East West Bank...  ...and approvals as needed Supporting the Assistant Branch Manager in leading the branch team...  ..., and location. #J-18808-Ljbffr East West Bank

    East West Bank

    New York, NY
    4 days ago
  • $77k - $202k

    A career within Operations Consulting services, will provide...  ...Administration/Management/Analytics, Operations Management...  ...in the Asset and Wealth Management industry including...  ...applications that support various aspects of Asset...  ...trusted workplace for all. #J-18808-Ljbffr PwC
    H1b

    PwC

    New York, NY
    3 days ago
  •  ...hackajob is collaborating with J.P. Morgan to connect them with...  ...Execution Business Operations Team as a senior associate where you will play a pivotal...  ...driving daily initiatives and managing the execution of the...  ...brainstorming sessions to support leadership decision-making... 
    New York, NY
    6 days ago
  • $75k - $85k

     ...Park Avenue Capital is more than a wealth management firm. We are a team of professionals...  ...and thrive. Overview The Investment Operations Associate supports the advisory and operations teams by...  ...USD $75,000.00 - USD $85,000.00 /Yr. FLSA Status Exempt #J-18808-Ljbffr... 
    Work experience placement
    Work at office

    Unavailable

    New York, NY
    4 days ago
  • JPMorgan Chase is seeking an Area Manager in Business Banking to lead a team of Senior Government...  ...experiences. The role requires strong leadership and cross‑functional collaboration across Chase Wealth; Home Lending; Branch Teams; Commercial Bank. #J-18808-Ljbffr J.P. Morgan

    J.P. Morgan

    New York, NY
    6 days ago
  • $42k - $150k

     ...Overview The role of the Custody Associate will be responsible for...  ...reports as needed by client and/or management. Prepare customer invoices timely...  ...and other qualifications. USD $42,000.00 - USD $150,000.00 /Yr. #J-18808-Ljbffr Bank of China Limited, New York Branch
    Work experience placement
    Work at office

    Bank of China Limited, New York Branch

    New York, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to J.P. Morgan Wealth Management - Branch Operations Support Associate. Be the first to apply!