JPMorgan Chase
Investment Phone Specialist - JPMorgan Wealth Management - Tempe, AZ
Tempe, AZ · Full-time · Posted Sep 24, 2026
- Experience
- Preferred: 1 or more years of relevant retail or financial service customer service experience.
About the job
Assist JPMorgan Wealth Management clients by phone with brokerage accounts, investment needs, trades, and service transactions while supporting client growth and retention.
What you'll do
- Help clients and prospects with brokerage accounts, identify investment needs, and discuss Traditional and Roth IRAs.
- Answer calls, initiate capital-markets trades, and complete service-oriented transactions.
- 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 the 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, work independently and on a team, and manage multiple priorities in a fast-paced environment.
- Diagnose and resolve client inquiries and identify opportunities to deepen relationships.
Nice to have
- At least 1 year of relevant retail or financial-service customer-service experience.
- Strong communication and customer-service skills, professionalism, and adaptability with a diverse client base.
AI focus
Use AI-powered tools to improve accuracy, efficiency, and decision-making in client engagement and retention.
Model-written summary · the original posting is authoritative