Investment Phone Specialist — Client Experience Pro

JPMorgan Chase & Co.; Plano (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorganChase Wealth Management is seeking an Investment Professional to assist clients with brokerage accounts, discuss IRAs, and drive exceptional service via phone interactions. The role emphasizes licensing within 90 days, a strong compliance track record, and the ability to build partnerships while working both independently and in a team.

Expect a hybrid work setup post-training with flexible client-focused service delivery.

Qualifications

• Licensing: Valid Series 7 and Series 63 or SIE, Series 7 and Series 63 must be obtained within 90 days of employment.
• Strong compliance record 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.

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.
• Drive client growth and retention by combining client engagement practices with AI-powered tools to improve accuracy, efficiency, and enhance decision-making.

Skills

Licensing

Compliance

Partnership building

Multitasking

Client inquiry resolution

Job description

JPMorganChase Wealth Management is seeking an Investment Professional to assist clients with brokerage accounts, discuss IRAs, and drive exceptional service via phone interactions. The role emphasizes licensing within 90 days, a strong compliance track record, and the ability to build partnerships while working both independently and in a team.

Expect a hybrid work setup post-training with flexible client-focused service delivery.