Apply Now    

Wealth Management - Client Service Senior Specialist II

Req #: 170118549
Location: Westerville, OH, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 500 US Dollar (USD)
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
 
Offering an outstanding compensation and benefits package for Series 7 licensed individuals.  Seeking experienced professionals to be part of a high growth organization within a global leader in the financial services industry. 
 
As a Financial Services Specialist (FSS) you will be a key member of the J.P. Morgan Securities service team in our mission to create great client experiences.  Financial Services Specialists work in a team environment to assist clients with brokerage accounts over the telephone. You will also discuss Individual Retirement Accounts, such as Traditional and Roth IRAs. Financial Services Specialist (FSS) create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets and completing service oriented transactions. You will be responsible for documenting all client conversations and meeting all regulatory requirements around these activities.
 
FSS’ will be become experts in our online platform through Chase.com. By helping clients successfully navigate our website, you will provide them more access and flexibility to service their accounts. In this dynamic environment, you may participate in working groups for various projects or pilot programs, to drive process improvement.
  • At least two years of financial services or brokerage experience strongly preferred

  • FINRA Series 7 and 66 (or equivalent) required, in addition to meeting FINRA continuing education requirements

  • Strong compliance record in prior position(s) and ability to hold a registration in all 50 states

  • Excellent telephone communication skills and articulation of speech, displaying a high level of Professionalism

  • Ability to adapt conversations to meet the needs of a diverse client base across all 50 states

  • Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs), and employee benefit programs preferred

  • Extremely organized and detail oriented, demonstrating working knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.)

  • Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment

  • Ability to manage multiple priorities in a fast paced environment; adaptive to change

  • Ability to be flexible between the hours of 8:00 am – 8:00 pm EST, Monday through Friday, and occasionally Saturdays, 8am-5pm.

  • Bachelor’s degree preferred

 

 

 

Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.