JPMorgan Chase, one of the oldest financial institutions in the United States, is also one of the most respected in the world. Chase has a presence in more than 50 locations worldwide and offers an exciting variety of career opportunities globally.
As a Customer Service Representative, you will engage and service customers by answering customer inquiries, resolving complex problems with the highest level of customer satisfaction and offering services and products that enable our customers to reach their financial goals.
Our broad range of financial services activities, from investment banking to retail banking to e-finance, offer an exceptional range of career options for individuals. If you are interested in working in an environment where leadership, excellence, initiative and diversity are among our core values, then explore the opportunities at JPMorgan Chase.
This position requires you to conform to legal and regulatory requirements and guidelines associated with FINRA, SEC, and Chase Investment Services Corp. You will also be required to demonstrate technical expertise, strong sales results in investment products, strong interpersonal skills as well as the ability to provide exceptional service. A successful financial advisor will be able to:
- Identify opportunities to expand client relationships
- Prospect, manage and retain key clients
- Understand the client’s investment goals and objectives and develop a diversified investment plan and strategy to meet goals using developed models and recommended products
- Advise clients with complex investment relationships on asset allocation and portfolio construction for strategic and tactical decisions
- Market and implement investment solutions in accordance with client’s asset allocation
- Communicate current market strategies and portfolio structure with assigned clients
- Coach Personal Bankers (Licensed) on our sales process and educate them on our investment products and services.
If you’re interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, then explore the opportunities at JPMorgan Chase.