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Investor Support Sr Specialist II-Chase Wealth Management - Chicago, IL

Job Description

As an Investor Support Associate within the Order Support Department your duties would include fielding calls from brokerage clients and advisors and entry of equity, option, mutual fund, Unit Investment Trust (UIT), and treasury auction orders.  The candidate must integrate with an existing team working in a call center environment to improve quality and productivity. A successful candidate can work in fast-paced environment and handle 75-100 inbound calls per day. 
  • Requires FINRA series 7 and 63 or 66 licenses
  • Requires 2 years of financial industry experience
  • Must be willing to work in a Call Center environment
  • Requires excellent customer service and verbal communication skills
  • Prefer substantial knowledge of equity and option products, economic releases and their impact
  •  Action oriented - should be motivated by challenging opportunities and thrive in fast paced environments
  • Composure - must be cool under pressure and in challenging situations and respond in a patient and professional manner
  • Decision quality - must make consistently good decisions using blend of knowledge, experience and analysis
  • Ethics and values - must act in accordance with an appropriate set of core beliefs and within JPMC's personal code of conduct
  • Compliance - must be able to work effectively within numerous internal and external rules, policies, and procedures in this highly regulated industry
  • Prefer Bachelor's degree or equivalent work experience
Req #: 160038384
Location: Chicago, IL US
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: 500 US Dollar (USD)

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