JPMorgan JP Morgan Wealth Management - Client Service 

United States, Texas, Plano 

454032119

As a Client Service Specialist for JPMorgan Wealth Management, you will 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.

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