J.P. Morgan Wealth Management - Investment Phone Specialist
Hybrid · San Antonio, Texas, United States
Job Summary
Assist clients and prospects with brokerage accounts and uncover investment needs via telephone, deliver exceptional client experiences, discuss Traditional and Roth IRAs, initiate trades in the capital markets, and document all client interactions while meeting regulatory requirements. Build strong partnerships with business colleagues, manage multiple priorities in a fast-paced environment, diagnose and resolve client inquiries, and identify opportunities to deepen client relationships. Role requires licensing within 90 days of employment, on-site training with transition to a hybrid in-office/remote schedule, and adherence to open hours (with potential non-standard schedules). Prior retail or financial services customer service experience and strong communication skills are preferred.
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
- 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
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