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Job Description
When you join JPMorgan Chase & Co. you will have the opportunity to utilize your talents and leadership capabilities in an inclusive community of Wealth Advisors. Offering a wide range of career growth internal mobility all while expanding your skill set with a growing team.
As a Transfer Review Specialist within the Funds Transfer Team at J.P. Morgan Advisors you will be tasked with executing outbound calls to our clients to authenticate and confirm funds transfer instructions. Your role in this team-oriented environment will involve supporting branch personnel with their clients funds transfer requests adhering to our policies and assisting with other administrative functions such as confirming recurring payments managing callback waivers and handling delegation memos. We value team members who are passionate about client service and can leverage their communication and relationship management skills to provide an exceptional level of service to both our clients and Financial Advisors/Client Associates.
Job Responsibilities:
Required qualifications capabilities and skills:
Preferred qualifications capabilities and skills:
Required Experience:
IC
Full-Time