JPMorgan JP Morgan Wealth Management - Digital Service 

United States, Texas, Plano 

135284959

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

• Assist 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
  • Securities Based Lending (SBL)
• 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

Research & Resolution:

• 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

Risk & Controls:

• Consistently follow departmental & compliance approved procedures, controls and protocols; with a focus on detail and accuracy

Qualifications:

• Bachelor's degree or equivalent in Business Administration, Finance, Economics, Accounting, Customer Service/Support, or a related field preferred
• 1-3 years of experience in financial services, preferably in investment related roles with a focus on customer service and support
• SIE, FINRA Series 7 and 63 or 66 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