JPMorgan Chase
Investment Phone Specialist - JPMorgan Wealth Management - San Antonio, TX
San Antonio, TX · Full-time · Posted Oct 12, 2026
- Experience
- No minimum required; preferred: 1 or more years of relevant retail or financial service customer service experience.
About the job
Assists clients and prospects by phone with brokerage accounts, investment needs, trades, and service transactions while documenting interactions and 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 the 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 effective partnerships and work independently and as part of 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.
- Flexibility, self-motivation, coachability, and strong communication and customer service skills.
Model-written summary · the original posting is authoritative