• Process account transfer requests end-to-end (inbound/outbound), including validation, initiation, follow-up, and completion within defined SLAs.
• Review documentation and authorizations for completeness and accuracy; confirm client instructions align with policy and transfer standards.
• Coordinate with counterparties (e.g., brokers/custodians/transfer agents) to address breaks, rejects, or delays and drive timely resolution.
• Perform controls and reconciliations, including exception management, audit trails, and required checklists/approvals.
• Investigate and resolve issues such as missing data, restrictions, holds, asset eligibility, cost basis discrepancies, and settlement breaks.
• Maintain accurate records in case/transfer tracking systems; ensure notes and status updates are clear for downstream teams.
• Communicate proactively with client service teams and/or clients (where applicable) on status, requirements, and expected timelines.
• Support risk and compliance requirements, including escalations for suspicious activity, sanctions/AML flags, or restricted accounts (as applicable).
• Identify process improvement opportunities (root cause analysis on rejects, recurring exceptions, and cycle-time drivers).
• Contribute to reporting on volumes, aging items, SLA performance, and error/defect trends.

• Minimum 1 year of experience in operations, financial services, brokerage, custody, or related client servicing roles.
• Working knowledge of account transfer processes (e.g., ACATS or non-ACATS concepts) and operational workflows.
• Strong attention to detail with ability to execute in a high-volume, time-sensitive environment.
• Strong written and verbal communication skills; comfortable interacting with internal partners and external counterparties.

• Ability to manage multiple priorities, track work in queues, and escalate appropriately.

• Full-time; may require coverage for peak transfer periods and time-sensitive cutoffs.
• Should be willing to work Night Shifts (US business hours)

• High school diploma or equivalent required; Bachelor’s degree preferred.
• Experience with brokerage/custody products (equities, ETFs, mutual funds, fixed income) and transfer restrictions.
• Familiarity with cost basis, tax lots, corporate actions impacts, or settlement concepts.
• Experience in controls-first environments (audits, QA, operational risk).
• Lean/process improvement mindset (Kaizen, Six Sigma exposure a plus).
• Proficiency with Excel (filters, pivot tables preferred) and case management/workflow tools

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.