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Wealth Management - Investment Professional II - Plano, TX

Company: JPMorgan Chase & Co.
Location: Plano
Posted on: November 22, 2022

Job Description:

As an Investment Servicing Senior Specialist, you will create great client experiences through working in a team environment to assist clients with brokerage accounts. You will also discuss Individual Retirement Accounts (IRAs), 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.

Additionally, you will become an expert in our online platform through 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.


* Assist clients with brokerage accounts and IRAs
* Answer calls and identify client needs quickly
* Help clients navigate our website
* Document all conversations thoroughly
* Drive and contribute to process improvement


* Exceptional client service skills
* FINRA Series 7 and 63 required prior to acceptance for this role, in addition to meeting FINRA continuing education requirements
* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
* Experience handling complex market transactions such as assisting clients with options trades and working with high net worth clients $1 - $10 million total net worth
* Excellent telephone communication and customer service skills, displaying a high level of professionalism
* Extremely organized and detail oriented, demonstrating working knowledge of Windows, Microsoft Office software (Word, Excel, Power-Point, Outlook, etc.)

Keywords: JPMorgan Chase & Co., Plano , Wealth Management - Investment Professional II - Plano, TX, Executive , Plano, Texas

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