J.P. Morgan Advisors - Funds Transfer Team

As a Transfer Review Team you're responsible for performing outbound calls to J.P. Morgan Advisors clients for the purposes of authenticating and confirming funds transfer instructions. The group works in a team-oriented environment supporting J.P. Morgan Advisors branch personnel with their clients’ funds transfer requests. The team is responsible for adhering to J.P. Morgan Advisors policies. Other administrative functions are also supported, including but not limited to the confirmation of recurring payments, callback waivers, delegation memos, etc. The ideal candidate will be passionate about client service and will effectively use communication and relationship management skills to ensure an exceptional level to both J.P. Morgan Advisors clients as well as J.P. Morgan Advisors Financial Advisors/Client Associates.

Job Responsibilities:

• Responsible for 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 Advisors Financial Advisors/Client Associates.
• Coordinate and follow through on Financial Associate/Client Associate requests
• 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.

Required qualifications, capabilities, and skills:

• Experience with a wide range of investment products preferred
• Ability to work effectively as a member of a team
• Excellent communication skills, both written and oral
• Ability to multi-task and manage priorities effectively
• Ability to adapt to a rapidly changing business and technology environment
• Exceptional problem-solving skills
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), general comfort level with Internet/Intranet usage and ability to learn proprietary software and databases

Preferred qualifications, capabilities, and skills:

• Client service experience preferred
• Bilingual Spanish speaking is preferred
• College degree or equivalent financial services/banking industry experience preferred

Chase 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. For those in eligible roles, discretionary incentive compensation which may be 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