At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion
As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer-obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Other Posts You May Be Interested In
- Apple Home Advisor Remote – job_id_000011 Job ID- 38
- Apple Customer Support Specialist Remote – job_id_000010 Job ID- 37
- Customer Escalation Specialist Remote – job_id_00009 Job ID- 36
- Customer Service Representative – Work From Home New Jersey- job_id_00008 Job ID- 35
- Remote Job Entry Level Social Media Assistant job_id_00007 Job ID- 34
Job Responsibilities
Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction
Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment
Strong compliance record in prior position(s) and ability to hold registration in all 50 states
Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
Bachelor’s degree preferred or equivalent experience
2 years of relevant financial services or brokerage experience
Flexibility, self-motivation, coachability, and passionate for helping people
Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
Work from home J.P. Morgan Wealth Management – Investment Professional – job_id_00006 Job ID- 33
