Active Trade Desk Specialist — Hybrid Schedule

Testing Site - JPMC; Chicago (IL); Hybrid; USD 75,000 - 110,000; Full time

Job summary

JPMorgan Chase in Chicago is seeking an Active Trade Desk Professional to support clients and advisors by executing complex trades over the telephone in brokerage and retirement accounts, including Traditional and Roth IRAs, while ensuring trade accuracy and regulatory compliance.

You will work with equities, mutual funds, derivatives, margin, FX and large orders, building strong internal and external relationships and transitioning from onsite training to a hybrid work model.

Qualifications

• 2+ years of investment or brokerage experience.
• Active FINRA Series 7 and 63 with CE requirements.
• Strong client service and accuracy in fast-paced work.
• Excellent telephone communication and professionalism.
• Knowledge of investment products, market risks and order types.

Responsibilities

• Support clients and advisors across the wealth spectrum over the telephone, including those with over $10 million in assets under management
• Execute complex trades accurately by educating clients and aligning with their goals and objectives
• Ensure clients comply with all regulatory requirements
• Explain transaction outcomes and risks, including liquidity of international equity trades and margin considerations
• Build relationships within trade desks and escalation teams to complete requests
• Document all client interactions and comply with regulatory requirements
• Screen and assess client profiles for new investment opportunities

Skills

Brokerage exp

FINRA Series 7/63

FINRA CE

Client service

Telephone comms

Investment products

Compliance history

Market risk

Multitasking

Organization

Client transitions

Education

Bachelor’s degree in related field

Tools

FactSet

Job description

JPMorgan Chase in Chicago is seeking an Active Trade Desk Professional to support clients and advisors by executing complex trades over the telephone in brokerage and retirement accounts, including Traditional and Roth IRAs, while ensuring trade accuracy and regulatory compliance.

You will work with equities, mutual funds, derivatives, margin, FX and large orders, building strong internal and external relationships and transitioning from onsite training to a hybrid work model.