Investment Phone Specialist - Hybrid/Remote After Training

Testing Site - JPMC; Westerville (OH); Hybrid; USD 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

Hybrid work environment

Zusammenfassung

J.P. Morgan Wealth Management is seeking a Licensed Investment Professional to assist clients with brokerage accounts and investment needs over the phone, while upholding a high standard of client service.

You will discuss Traditional and Roth IRAs and work to deepen client relationships in a fast-paced setting. The role requires a strong compliance background, ability to hold registrations across states, and adaptability to changing market conditions.

Qualifikationen

• Strong compliance record and ability to hold registrations in all states.
• Ability to build partnerships with business colleagues and work independently or in a team.
• Capacity to manage multiple priorities in a fast-paced environment and adapt to change.

Aufgaben

• Assist clients with brokerage accounts and uncover investment needs, focusing on delivering an exceptional client experience by phone.
• Discuss IRAs (Traditional and Roth).
• Improve efficiency by promptly answering calls, identifying client needs, initiating trades, and handling service-oriented transactions.
• Document all client interactions and comply with regulatory requirements.

Kenntnisse

Compliance & registrations

Client relationship

Team collaboration

multitasking

Ausbildung

Bachelor’s degree or equivalent

Jobbeschreibung

J.P. Morgan Wealth Management is seeking a Licensed Investment Professional to assist clients with brokerage accounts and investment needs over the phone, while upholding a high standard of client service.

You will discuss Traditional and Roth IRAs and work to deepen client relationships in a fast-paced setting. The role requires a strong compliance background, ability to hold registrations across states, and adaptability to changing market conditions.