JPMorgan Chase
Investment Phone Specialist - JPMorgan Wealth Management / Plano, TX
Plano, TX · Full-time · Posted Sep 21, 2026
- Experience
- Preferred: 1 or more years of relevant retail or financial service customer service experience.
About the job
Provides telephone-based brokerage account support, discusses retirement accounts, initiates trades and service transactions, and uses AI-powered tools to improve client service and retention.
What you'll do
- Assist clients and prospects with brokerage accounts, identify investment needs, and discuss Traditional and Roth IRAs.
- Answer calls, initiate trades, and complete service transactions efficiently.
- Use AI-powered tools to support client engagement, accuracy, efficiency, and decision-making.
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.
- Have a strong compliance record and be able to hold a registration in all 50 states.
- Build partnerships and work independently and collaboratively.
- Manage multiple priorities, adapt to change, and resolve client inquiries while identifying relationship-deepening opportunities.
Nice to have
- At least 1 year of relevant retail or financial service customer service experience.
- Strong communication and customer service skills, professionalism, flexibility, self-motivation, and coachability.
AI focus
Uses AI-powered tools to improve client engagement, accuracy, efficiency, and decision-making.
Model-written summary · the original posting is authoritative