J.P. MORGAN WEALTH MANAGEMENT - DIGITAL SERVICE CENTER - CLIENT SERVICE SPECIALIST (CLIENT COMMUNICATIONS)

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries.

It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

• As a Digital Service Center - Client Service Specialist for JPMorgan Wealth Management, your responsibilities may include, but are not limited to : Client & Customer Experience : Assist self-directed on-line customers with service inquiries related to : Navigation of (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 Securities Based Lending (SBL) Assist Clients with escalated issue resolution, event alert notifications and general service inquiries Interface with customer via Secure Message Center (internal messaging applications) and / or telephone Perform outbound phone calls to verify high risk transactions Assist clients with inbound trading and money movement phone calls Research & Resolution : Own & resolve customer issues assigned to the department, through research and resolution and when necessary, interfacing with our various departmental clearing company partners Serve as an informational resource for department peers, department managers and internal business partners as required Risk & Controls : Consistently follow departmental & compliance approved procedures, controls and protocols;
• with a focus on detail and accuracy Qualifications : Bachelor's degree or equivalent in Business Administration, Finance, Economics, Accounting, Customer Service / Support, or a related field preferred 1-3 years of experience in financial services, preferably in investment related roles with a focus on customer service and support 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 Strong organizational skills 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.

Candidate 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.