J.P. Morgan Advisors - Financial Advisors Transition Team Specialist
Company: JPMorganChase
Location: Boston
Posted on: April 1, 2026
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Job Description:
Description Join JPMorganChase as a Financial Advisors
Transition Team Specialist, partnering with newly recruited
JPMorgan Advisors teams to onboard clients, streamline account
transitions, and train advisors on firm systems and best practices
while serving as a cross?functional liaison to deliver a seamless,
compliant client experience. Financial Advisors Transition Team
Specialist Job Responsibilities Acting as a Transition Associate
within JPMorgan Advisors, you’ll be embedded with newly recruited
teams to actively transition their clients and businesses. Involves
extensive Financial Advisor and client contact; you will engage 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 new Financial Advisors and their existing
support staff on JPMorgan Advisors procedures, systems, and best
practices. Interact with Financial Advisors and clients across
diverse products; responsibilities include mastering
product-specific applications, building relationships with internal
product and platform teams, ensuring completion of required
training by the new team, and supporting general acclimation to
JPMorgan Advisors. 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 the account opening process
for all new clients (brokerage, managed, credit, and deposits);
manage and track outgoing and incoming account documentation,
review client documentation for accuracy and completeness, and
collect account-specific information while operating in compliance
with regulatory procedures. Review client account activity daily to
ensure overall accuracy, ACAT processing, proper settlement of
transactions, and reconciliation of sales credits and fees. Train
new support teams to perform account maintenance, including money
transfer requests, address changes, and related updates. Complete
ad hoc Financial Advisor and client-related projects as needed.
Potentially serve as an informal team lead for onboarding efforts,
including status reporting and executive summaries. Required
Qualifications, Capabilities, and Skills Bachelor’s degree or
equivalent experience required. Ability to travel domestically up
to 75% and for extended periods of time. Proven ability to work
independently and manage multiple responsibilities with a high
degree of accuracy in a high-pressure environment. High proficiency
with Microsoft Word, PowerPoint, and Excel. Preferred
Qualifications, Capabilities, and Skills FINRA Series 7 and 66
preferred but not required.
Keywords: JPMorganChase, Manchester , J.P. Morgan Advisors - Financial Advisors Transition Team Specialist, Accounting, Auditing , Boston, New Hampshire
