At JP Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Working with investors who are new to wealth management you'll engage them when they need you most and be front and center creating an exceptional experience while representing our brand.
Internal Description
As part of Consumer Banking, Client Consultants are key members of the J.P. Morgan Securities service team dedicated to creating great client experiences. Client Consultants work in a team environment to assist investors over the telephone in both an inbound and outbound capacity. Responsible for welcoming prospective investors to our world class capabilities and help identify the best solution for their needs as a client. You will work closely with clients in the first 120 days of a new client relationship to meet their comprehensive service needs and orient the client to the products, services and platforms tha best suit their overall needs. You will make inbound and outbound calls to both clients and prospects and introduce prospective clients to advisors to enhance their overall relationship; ultimately creating a world class first impression and nurture the client relationsip acclimating investors new to wealth management. Client Consultants create business efficiency by focusing on answering calls quickly, identifying client needs, performing 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.

Our Ideal Candidate Possesses -

Customer Obsession. You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills and meticulous planning allows you to mentor and support your customers. You have a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments

Teamwork and Influence. You champion and encourage your teammates' success and the goals of the bank, while fostering a culture of diversity and inclusion. Partner with teammates and broader organization to drive best practices, efficiencies and organizational improvement

One Chase Approach. Youprovide a holistic view of clients' needs and financial coaching beyond investments. You will embrace digital innovations so you can help clients become more digitally confident and bank when, where and how they want. Your work will cover the full breadth of Chase Wealth Management's investment solutions including but not limited to brokerage accounts, annuities, managed accounts and digital investment solutions

Qualifications

• Financial services or brokerage experience strongly preferred
• Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
• Excellent telephone communication skills and articulation of speech, displaying a high level of professionalism
• Ability to adapt conversations to meet the needs of a diverse client base across all 50 states
• Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs), managed accounts and employee benefit programs preferred
• Extremely organized and detail oriented, demonstrating working knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint etc.) and various file manipulation skills on a PC
• 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

• If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam

• A valid and active Series 7

• A valid and active Series 63 license is required or ability to obtain within 90 days of starting in the role as a condition of employment

• Ability to obtain the series 65/66 in the first 6 months (160 days)

• Ability to obtain Chartered Retirement Planning CounselorSM - CRPC® designation in the first 12 months

• Bachelor's degree preferredJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans