Investment Phone Specialist - JPMorgan Wealth Management - Tempe, AZ
Company: JPMorganChase
Location: Tempe
Posted on: April 3, 2026
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Job Description:
Description At JPMorganChase Wealth Management, we have an
enthusiasm for helping our clients, building relationships, and
delivering extraordinary customer service while maintaining a
strong commitment to diversity and inclusion. As an Investment
Professional (Licensed, Partially Licensed, or Unlicensed) in
JPMorganChase Wealth Management, you will have the opportunity to
demonstrate customer obsessed behaviors when assisting our internal
and external clients with their brokerage accounts, to help them
reach their financial goals and dreams. Additionally, you will see
first-hand how our capital markets are impacted by local and global
events in this fast-moving, dynamic industry. Job Responsibilities
• Assist clients and prospects with brokerage accounts and uncover
investment needs with a focus on delivering an exceptional client
experience over the telephone • Discuss Individual Retirement
Accounts, such as Traditional and Roth IRAs • Create business
efficiency by focusing on answering calls quickly, identifying
client needs, initiating trades in the capital markets, and
completing service-oriented transactions • Document all client
interactions and meeting all regulatory requirements around these
activities Required qualifications, capabilities, and skills •
Licensing (one of the following): (a) Valid and active Series 7 and
Series 63 or (b) SIE, Series 7 and Series 63 (or equivalent) must
be obtained within 90 days of employment • Strong compliance record
in prior position(s) and ability to hold a registration in all 50
states • Ability to create and foster strong partnerships with
business partners, working independently as well as in a team
environment • Capacity to manage multiple priorities in a
fast-paced environment and be adaptive to change • Ability to
diagnose and resolve client inquiries and requests as well as
identify opportunities to deepen client relationships Preferred
qualifications, capabilities, and skills • 1 or more years of
relevant retail or financial service customer service experience •
Flexibility, self-motivation, coachability, and passionate for
helping people • Excellent communication and customer service
skills, ability to display a high level of professionalism, and
ability to adapt conversations to meet the needs of a diverse
client base Additional information • Must be able to work onsite
Monday through Friday from 8:30am – 5:00pm during training and/or
licensing. Following training, transition to a hybrid environment,
where team members work in the office three days a week and work
remote two days. • Department is open the following hours:
Monday-Friday 7 AM – 8 PM EST, Saturday 8 AM – 5 PM EST. The
working hours for this role will be assigned and may fall into any
of the department operating hours. Candidate may be required to
work non-standard schedule (example: four 10 hour days vs. five 8
hour days)
Keywords: JPMorganChase, Maricopa , Investment Phone Specialist - JPMorgan Wealth Management - Tempe, AZ, Customer Service & Call Center , Tempe, Arizona
