Investment Phone Specialist - J.P. Morgan Wealth Management – Westerville, OH
Hybrid · Westerville, Ohio, United States
Westerville, Ohio, United StatesHybridFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Licensed Investment Professional in Wealth Management delivering exceptional client experiences over the telephone, assisting clients with brokerage accounts, discussing IRAs, and processing trades while maintaining regulatory compliance; role evolves from onsite training to a hybrid in-office/remote schedule with a focus on building partnerships, managing multiple priorities, and deepening client relationships through effective communication.
Required Qualifications
- 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
- Bachelor’s degree preferred or equivalent experience
- 2 years of relevant financial services or brokerage 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
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