Posted in General Business 10 days ago.
At J.P. Morgan Wealth Management, investing feels like a personal relationship with a trusted partner. We're committed to delivering hands-on dedicated advisors, a full range of investment products, and cutting-edge digital capabilities to help our clients achieve their most important financial goals. This is a growth business for us with a commitment to diversity and inclusion. That's why we're going all in on the people who make our business what it is, making it a rewarding place to grow personally and professionally.
As an Investment Professional you will be a key member of the J.P. Morgan Securities service team in our mission to create great client experiences. Client Service 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. Investment Professionals 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.
Investment Professionals will 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.
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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans