Investment Phone Specialist - JPMorgan Wealth Management - Tempe, AZ

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About the position

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. As an Investment Professional (Licensed, Partially Licensed, or Unlicensed) in JPMorganChase Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events 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 meeting all regulatory requirements around these activities

Requirements

  • Licensing (one of the following): (a) Valid and active Series 7 and Series 63 or (b) 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

Nice-to-haves

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

Benefits

  • comprehensive health care coverage
  • on-site health and wellness centers
  • a retirement savings plan
  • backup childcare
  • tuition reimbursement
  • mental health support
  • financial coaching
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