J.P. Morgan Wealth Management - Investment Phone Specialist

At JPMorganChase Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.

About the role

As an Investment Professional (Licensed, Partially Licensed, or Unlicensed) in JPMorganChase Wealth Management, you will demonstrate customer-obsessed behaviors when assisting internal and external clients with their brokerage accounts to help them reach their financial goals. You will also gain firsthand insight into how local and global events impact capital markets in this fast-moving, dynamic industry.

Responsibilities

• Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
• Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
• Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions
• Document all client interactions and meet all regulatory requirements around these activities

Requirements

• Licensing (one of the following):
  • Valid and active Series 7 and Series 63, or
  • SIE, Series 7, and Series 63 (or equivalent) must be obtained within 90 days of employment
• Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
• Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
• Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
• Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships

Preferred Qualifications

• 1 or more years of relevant retail or financial service customer service experience
• Flexibility, self-motivation, coachability, and a passion for helping people
• Excellent communication and customer service skills, ability to display a high level of professionalism, and adapt conversations to meet the needs of a diverse client base

Schedule

• Must be able to work onsite Monday through Friday from 8:30 AM – 5:00 PM during training and/or licensing
• Following training, transition to a hybrid environment: three days in the office and two days remote
• Department hours: Monday-Friday 7 AM – 8 PM EST, Saturday 8 AM – 5 PM EST
• Working hours for this role will be assigned and may fall into any of the department operating hours
• May be required to work a non-standard schedule (e.g., four 10-hour days vs. five 8-hour days)

Benefits

• Competitive total rewards package including base salary determined based on role, experience, skill set, and location
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions
• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching