JPMorgan Chase
Investment Phone Specialist - JPMorgan Wealth Management - Columbus, OH
Columbus, OH · Full-time · Posted Sep 24, 2026
- Experience
- No required years stated; preferred: 1 or more years of relevant retail or financial service customer service experience.
About the job
Assist clients by phone with brokerage accounts, investment needs, trades, and service transactions while supporting client growth and retention.
What you'll do
- Answer client and prospect calls, assist with brokerage accounts, and identify investment needs.
- Discuss Traditional and Roth IRAs; initiate trades and complete service transactions.
- Use AI-powered tools to improve accuracy, efficiency, and decision-making in client engagement.
What they ask for
- Hold active Series 7 and Series 63 licenses, or obtain SIE, Series 7, and Series 63 (or equivalent) within 90 days of employment.
- Have a strong compliance record and ability to hold a registration in all 50 states.
- Build partnerships and work independently or as part of a team; manage multiple priorities in a fast-paced environment.
- Diagnose and resolve client inquiries and identify opportunities to deepen client relationships.
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.
AI focus
Apply AI-powered tools to improve client engagement accuracy, efficiency, and decision-making.
Model-written summary · the original posting is authoritative