Wealth Management - Digital Middle Office - Research & Resolution - Client Service Specialist - Chicago, Plano, and/or Columbus at JPMorgan Chase Bank, N.A. in Columbus, Ohio

Job Description:

As the Digital Service Center - Client Service Specialist for JPMorgan Wealth Management, your responsibilities may include, but are not limited to:

Client & Customer Experience:

• Assisting self-directed on-line customers with service inquiries related to:
  
  
  • Navigation of Chase.com (Helping clients self-service online)
  • Trade Support (Corrections, Order inquires, trade exception resolution, credit risk)
  • Cost Basis updates/Tax related inquiries
  • Dividend/Corporate Action inquiries
  • Margin and Options Support/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
• Assist Advisors and Clients with Securities Based Lending inquiries and processing items

• Own & 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

• Bachelor's degree or equivalent in Business Administration, Finance, Economics, Accounting, Customer Service/Support, or a related field
• 1-3 years of experience in financial services preferred, preferably in investment related roles with a focus on customer service and support, but not required
• FINRA Series 7 required or obtained within 90 days (as outlined in job offer)
• 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

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.

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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