Job Description

Job Description

The U.S. Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase Wealth Management business, J.P. Morgan Securities and Self-Directed Investing - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices. 

As a Client Service Specialist within JPMorgan Wealth Management, you will be responsible for assisting self-directed online customers with various service inquiries. These include navigating Chase.com to facilitate self-service, providing trade support such as corrections, order inquiries, trade exception resolution, and credit risk management. You will also handle cost basis updates, tax-related inquiries, dividend/corporate action inquiries, and margin and options support. In addition, you will assist clients with Securities Based Lending (SBL), escalated issue resolution, event alert notifications, and general service inquiries. Your interaction with customers will primarily be via the Secure Message Center (internal messaging applications) and/or telephone.

Job Responsibilities:

• Assist self-directed on-line customers with service inquiries
• Assist Clients with escalated issue resolution, event alert notifications and general service inquiries 
• Interface with customer via Secure Message Center (internal messaging applications) and/or telephone
• Perform outbound phone calls to verify high risk transactions
• Assist clients with inbound trading and money movement phone calls
• Own and resolve customer issues assigned to the department, through research and resolution and when necessary, interfacing with our various departmental clearing company partners 
• Serve as an informational resource for department peers, department managers and internal business partners as required
• Consistently follow departmental & compliance approved procedures, controls and protocols; with a focus on detail and accuracy 

Required qualifications, capabilities, and skills:

• Must hold or obtain FINRA Series 7, 63 & 66 licenses required or obtained within timeframe (i.e. 90 days) as outlined in job offer, in addition to meeting FINRA continuing education requirements
• 1-3 years of experience in financial services, preferably in investment related roles with a focus on customer service and support
• Self-starter with a high sense of urgency and professionalism, with a demonstrated ability to handle multiple concurrent issues within strict timeframes
• Strong communication and people skills with the ability to work in a team environment
• Strong analytical skills with a close attention to detail, demonstrating a focus on continuous process improvement 
• Ability to present a professional image and demeanor to internal/external customers and team members
• Ability to communicate effectively, both orally and in writing, with internal and external customers
• Strong organizational skills

Preferred qualifications, capabilities, and skills:

• Bachelor's degree or equivalent in Business Administration, Finance, Economics, Accounting or a related field

Department is open through the following hours; Monday-Friday 7 AM – 8 PM EST, Saturday and Sunday 8 AM – 8 PM EST. Please note that the working hours for this role may fall into any of the above department operating hours. Candidate may be required to work non-standard schedule including (example: four 10 hour days vs. five 8 hour days). We are currently working in a hybrid environment, where team members work in the office three days a week and work remote two days.

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our  FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Job Tags

Remote job, Weekend work, Sunday, Saturday, 3 days per week, Monday to Friday,

Similar Jobs