1+ months

Wealth Management - Investment Professional

San Antonio, TX 78205
  • Job Code

Wealth Management - Investment Professional

Req #: 190044063
Location: San Antonio, TX, US
Job Category: Customer Service
Potential Referral Amount: 3000 US Dollar (USD)

Wealth Management, Investment Professional, 406 [San Antonio, TX]

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.


J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Wealth Management Client Operations mission: To create a fun, engaging, empowered & inclusive team environment where we care about each other & every client we serve.

The WM Service Center team: We support our employees with career development and professional networking opportunities, continuing higher education and the opportunity to obtain professional designations.  Our professionals work in a team based, call center environment supporting clients and prospects with investment account service requests and inquiries over the telephone. We focus on delivering quality interactions through efficiency, serving a variety of unique types of accounts and client segments including You Invest, Chase Private Client, and the JPM Private Bank.

Operating hours: Wide variety of shifts available, including opportunities for shift differential. Our current target operating hours are Monday – Friday 8am – 9pm EST; and Saturdays 8:30am – 5pm.  

This role: 

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.

 Required qualifications:

•Excellent telephone communication and customer service skills, displaying a high level of professionalism
•Ability to adapt conversations to meet the needs of a diverse client base across all 50 states
•FINRA Series 7 and 63 (or equivalent) required or obtained within 90 days, in addition to meeting FINRA continuing education requirements
•If you were registered with FINRA after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam
•Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
•Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
•Ability to manage multiple priorities in a fast paced environment; adaptive to change.
•Extremely organized and detail oriented, demonstrating working knowledge of Windows, Microsoft Office software (Word, Excel, Power-Point, Outlook, etc.)
•To be considered for this role, you may be required to complete a video interview powered by HireVue

Preferred qualifications:

•Bachelor’s degree
•At least two years of financial services or brokerage experience
•Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRA’s) and employee benefit programs

Keyword: consumer%20banking


Posted: 2019-07-10 Expires: 2019-08-30

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.

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Wealth Management - Investment Professional

JPMorgan Chase & Co.
San Antonio, TX 78205

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