Phone-Based Investment Support Specialist

Testing Site - JPMC; San Antonio (TX); On-site; USD 45,000 - 80,000; Full time

Job summary

JPMorganChase Wealth Management is seeking an Investment Professional to assist clients with brokerage accounts and uncover investment needs, delivering an exceptional client experience over the phone. You will discuss IRAs, initiate trades, and document all interactions while meeting regulatory requirements.

The role emphasizes building partnerships with business colleagues and staying adaptable in a fast-paced environment. Training hours and potential hybrid work are provided.

Qualifications

• Licensing (Series 7/63) must be obtained within 90 days of employment.
• Ability to hold registrations in all 50 states.
• Strong compliance record in prior positions.
• Ability to work independently and in a team.
• Capacity to manage multiple priorities in a fast-paced environment.

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 meeting all regulatory requirements around these activities

Skills

Licensing (Series 7/63)

Compliance knowledge

Client relationship

Communication skills

Multi-tasking

Job description

JPMorganChase Wealth Management is seeking an Investment Professional to assist clients with brokerage accounts and uncover investment needs, delivering an exceptional client experience over the phone. You will discuss IRAs, initiate trades, and document all interactions while meeting regulatory requirements.

The role emphasizes building partnerships with business colleagues and staying adaptable in a fast-paced environment. Training hours and potential hybrid work are provided.