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**Investment Phone Specialist - JPMorgan Wealth Management, Plano, TX** Assist clients and prospects with brokerage accounts over the phone, driving growth and retention. Responsibilities include delivering exceptional client experiences, discussing IRAs, and completing transactions. Combine client engagement practices with AI tools for improved efficiency. Must be fully licensed (Series 7, 63) or obtain licenses (SIE, Series 7, 63) within 90 days. Prior retail or financial service customer service experience preferred. Requires strong compliance record, adaptability, and excellent communication skills. Work onsite during training (Monday through Friday, 8:30 AM - 5:00 PM), transitioning to hybrid work schedule post-training.

Compensation: Not specified USD
City: Plano
Country: United States

Full Job Description

Location: Plano, TX, United States

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.

Job 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

Drive client growth and retention by combining client engagement practices with AI-powered tools to improve accuracy, efficiency, and enhance decision-making

Required qualifications, capabilities, and skills

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

Preferred qualifications, capabilities, and skills

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

Additional information

Must be able to work onsite Monday through Friday from 8:30am 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.

Department is open the following hours: Monday-Friday 7 AM 8 PM EST, Saturday 8 AM 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days)

Support brokerage clients by phone; fully licensed or earn SIE, Series 7 & 63 within 90 days.

Full Job Description

Location: Plano, TX, United States

Job 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

Drive client growth and retention by combining client engagement practices with AI-powered tools to improve accuracy, efficiency, and enhance decision-making

Required qualifications, capabilities, and skills

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

Preferred qualifications, capabilities, and skills

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

Additional information

Support brokerage clients by phone; fully licensed or earn SIE, Series 7 & 63 within 90 days.

Investment Phone Specialist - JPMorgan Wealth Management - Plano, TX

Full Job Description

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