FirstBank Jobs

JPMorgan Chase & Co . is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking .

As a Digital Service Center - Client Service Specialist for JPMorgan Wealth Management, your responsibilities may include, but are not limited to:

Client & Customer Experience:

• Assist self-directed on-line customers with service inquiries related to:

• Navigation of Chase.com (Helping clients self-service online)

• Trade Support (Corrections, Order inquires, trade exception resolution, credit risk)

• Cost Basis updates/Tax related inquiries

• Dividend/Corporate Action inquiries

• Margin and Options Support/inquiries

• Securities Based Lending (SBL)

• Assist Clients with escalated issue resolution, event alert notifications and general service inquiries

• Interface with customer via Secure Message Center (internal messaging applications) and/or telephone

• Perform outbound phone calls to verify high risk transactions

• Assist clients with inbound trading and money movement phone calls

Research & Resolution:

• Own & resolve customer issues assigned to the department, through research and resolution and when necessary, interfacing with our various departmental clearing company partners

• Serve as an informational resource for department peers, department managers and internal business partners as required

Risk & Controls:

• Consistently follow departmental & compliance approved procedures, controls and protocols; with a focus on detail and accuracy

Qualifications:

• Bachelor's degree or equivalent in Business Administration, Finance, Economics, Accounting, Customer Service/Support, or a related field preferred

• 1-3 years of experience in financial services, preferably in investment related roles with a focus on customer service and support

• SIE, FINRA Series 7 and 63 or 66 required or obtained within 90 days (as outlined in job offer)

• Self-starter with a high sense of urgency and professionalism, with a demonstrated ability to handle multiple concurrent issues within strict timeframes

• Strong communication and people skills with the ability to work in a team environment

• Strong analytical skills with a close attention to detail, demonstrating a focus on continuous process improvement

• Ability to present a professional image and demeanor to internal/external customers and team members

• Ability to communicate effectively, both orally and in writing, with internal and external customers

• Strong organizational skills

Department is open through the following hours; Monday-Friday 7 AM - 8 PM EST, Saturday and Sunday 8 AM - 8 PM EST. Please note that the working hours for this role may fall into any of the above department operating hours. Candidate may be required to work non-standard schedule including (example: four 10 hour days vs. five 8 hour days). We are currently working in a hybrid environment, where team members work in the office three days a week and work remote two days.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans