Investment Phone Specialist - JPMorgan Wealth Management - Westerville, OH
Hybrid · Westerville, Ohio, United States
Westerville, Ohio, United StatesHybridFull TimeMid LevelLicense Or CertificationFinancial ServicesEnterprise
Type
Full Time
Level
Mid Level
Education
License Or Certification
Company size
Enterprise
Industry
Financial Services
Job Summary
Provide telephone-based investment support to clients and prospects, discuss Individual Retirement Accounts (Traditional and Roth IRAs), create efficiency by handling calls and initiating trades, and drive client growth and retention using AI-powered tools to improve accuracy and decision-making. Collaborate with partners in a fast-paced capital-markets environment while maintaining strong compliance and delivering exceptional client service.
Required Qualifications
- 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
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