JPMorganChase
J.P. Morgan Wealth Management – Bilingual Licensed Investment Professional
JPMorganChase, Plano, Texas, us, 75086
Description
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 a Licensed 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.
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 transactions
Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications capabilities and skills
A valid and active Series 7 and Series 63
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
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
Bachelors 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
Additional information
Must be able to work onsite Monday through Friday from 8 : 30am 5 : 00pm during training and / or licensing. Following training transition to a hybrid environment where team members work in the office three days a week and work remote two days.
Department is open the following hours : Monday-Friday 7 AM 8 PM EST Saturday 8 AM 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example : four 10 hour days vs. five 8 hour days)
Required Experience :
Unclear Seniority
Key Skills
Administrative Skills
Time Management
Diplomatic Skills
Listening Skill
Languages Fluency
Organizational Skill
Pressure Management
Discipline Skills
Communication
Relationship Management
Client Services
Flexibility
IT Skill
Orderly Condition
Secretarial Skill
Employment Type : Full-Time
Department / Functional Area : Operations
Experience : years
Vacancy : 1
Monthly Salary Salary : 24 - 33
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As a Licensed 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.
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 transactions
Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications capabilities and skills
A valid and active Series 7 and Series 63
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
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
Bachelors 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
Additional information
Must be able to work onsite Monday through Friday from 8 : 30am 5 : 00pm during training and / or licensing. Following training transition to a hybrid environment where team members work in the office three days a week and work remote two days.
Department is open the following hours : Monday-Friday 7 AM 8 PM EST Saturday 8 AM 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example : four 10 hour days vs. five 8 hour days)
Required Experience :
Unclear Seniority
Key Skills
Administrative Skills
Time Management
Diplomatic Skills
Listening Skill
Languages Fluency
Organizational Skill
Pressure Management
Discipline Skills
Communication
Relationship Management
Client Services
Flexibility
IT Skill
Orderly Condition
Secretarial Skill
Employment Type : Full-Time
Department / Functional Area : Operations
Experience : years
Vacancy : 1
Monthly Salary Salary : 24 - 33
#J-18808-Ljbffr