Are you looking for a detail-oriented role where you can leverage your analytical skills and ensure guideline compliance while supporting client trading capabilities?

As an Account Opening Analyst within the Wealth Management line of business, you will be tasked with the maintenance of existing brokerage accounts. Your main duty will involve data input for Suitability and Trading capabilities. This includes submitting client suitability updates based on the review of client documentation and instructions provided by the client and/or the Investment Teams. Additionally, you will be responsible for adding or enabling products/services to execute trades as per client or internal business partner instruction. This role demands a high level of discipline, meticulous attention to detail, and a robust control mindset. You will be expected to adhere to the guidelines set by FINRA and the SEC.

Job Responsibilities:

Review and interpret client documentation for brokerage account maintenance Perform suitability updates based on client or partner instructions Research documentation to ensure accurate suitability (FINRA Rule 2111 / SEC 17A3) Authenticate instructions from authorized account holders Identify and prefill documentation for client review and execution Diligently maintain outlined policies and procedures Serve as the first line of defense for escalations Assist with team projects and initiatives Run basic reports and analyze trends Review metrics and take necessary actions Promote a controls environment to mitigate risk

Required qualifications, capabilities, and skills:

Experience in a role requiring both verbal and written proficiency in Spanish or Portuguese, enabling effective communication and collaboration with clients and colleagues Demonstrate strong analytical and problem-solving skills Embrace a growth mindset with continuous learning Maintain detail-oriented and accurate work Manage and prioritize tasks effectively Exhibit strong verbal and written communication Display teamwork and leadership abilities Think creatively to implement process improvements Possess foundational financial industry knowledge Have intermediate knowledge of JPMorgan’s business lines and processes Understand risk management, controls, and business workflows Proficient in MS Office applications (Outlook, Excel, Word)

Preferred qualifications, capabilities, and skills:

Bachelor's degree or equivalent professional experience