JPMorgan Chase
Investment Phone Specialist - JPMorgan Wealth Management - Chicago, IL
Chicago, IL · Full-time · Posted Sep 22, 2026
- Experience
- No minimum required; 1 or more years of relevant retail or financial service customer service experience preferred.
About the job
Provides telephone support for brokerage clients, handles investment and account service needs, and initiates trades while meeting regulatory requirements.
What you'll do
- Assist clients and prospects with brokerage accounts, identify investment needs, and discuss Traditional and Roth IRAs.
- Answer calls, initiate capital-markets trades, and complete service transactions.
- Document client interactions and meet regulatory requirements.
What they ask for
- Hold an active Series 7 and Series 63, or obtain SIE, Series 7, and Series 63 (or equivalent) within 90 days of employment.
- Strong compliance record and ability to hold a registration in all 50 states.
- Build business partnerships and work independently and in a team.
- Manage multiple priorities, adapt to change, and diagnose and resolve client inquiries.
Nice to have
- 1 or more years of relevant retail or financial service customer service experience.
- Strong communication and customer service skills; flexibility, self-motivation, and coachability.
Pay
$22.83-$31.25 USD base salary
Model-written summary · the original posting is authoritative