J.P. Morgan Wealth Management

Our mission in the Digital Service Center is to create a fun, engaging, empowered and inclusive team environment where we care about each other and every client we serve. 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 and through our secure message center. Job Summary As a Client Service Specialist in the Digital Service Center you will assist investment clients with inquiries via chase.com secure message center and phone calls. This position is part of the Wealth Management Organization in support of the Digital Wealth Management offering, which aims to create a fully-integrated digital experience for investment clients across the wealth continuum. This is a key role in our Client Support functions as part of our continued expansion in supporting our investment clients as well as certain support functions for our advisor assigned investment accounts. We focus on delivering quality interactions through efficiency, serving a variety of unique account types. Job Responsibilities

• Assisting investment customers digitally or over the phone with incoming transactional/registration requests:
  • Conduct good order review and submission to Back Office for incoming customer account transfer, money movement & registration changes assigned to the department, through SMC, Fax Imaging Workflow & Mail
  • Assist investment clients with new account opening and registration change inquiries
  • Interface with customers via telephone and/or Messaging applications to communicate documents received, not in good order requests, client inquiries and/or account related issues
  • Assist with document uploading into Fax Imaging Workflow for client forms submitted through SMC Messaging application

• Assisting investment customers digitally or over the phone 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

Required qualifications, capabilities, and skills

• 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

Preferred:

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

Additional information:

• This posting is to highlight multiple opportunities available on several specialty teams within the Digital Servicing Center. As a selected Client Service Specialist your specific responsibilities (as included above) will be dependent on the team you are aligned to join.
• 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. You may be required to work non-standard schedule including (example: four 10 hour days vs. five 8 hour days). We are currently working in a hybrid environment, where team members work in the office three days a week and work remote two days.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans