JPMorgan Chase Wealth Management - CWM Ops - Investment Servicing Specialist in Plano, Texas

Investment Servicing Specialist

As an Investment Servicing Specialist you will be a key member of the J.P. Morgan Securities service team in our mission to create great client experiences. Investment Servicing Specialists work in a team environment to provide customer service to investment account holders over the telephone. Investment Servicing Specialists address client issues requiring administrative work or operational tasks that do not require a securities license. Investment Servicing Specialist create business efficiency by focusing on schedule adherence, active listening skills, first call resolution, and directing calls to specialty groups when appropriate. Investment Servicing Specialists are also experts in our online platform through By helping clients successfully navigate our website or mobile platform, you will provide them more access and flexibility to service their accounts. Additionally, you may be asked to occasionally support off-phone administrative functions such as data entry, faxing, mail processing, etc. or make outbound phone calls to clients regarding account related service matters (e.g. paperwork not in good order).

Examples of phone calls you will assist with:

  • Updating account holder information (Address, phone number, email address, etc.)

  • Providing account balances or quotes

  • Assisting clients with reading/requesting statements or tax documents; Adjusting paperless settings for documents

  • Initiating requests for specialty teams to reach out to the client. For example:

  • Completing estate questionnaire for beneficiaries and executors reporting a deceased client.

  • Reporting a privacy breach or identity theft

  • or mobile navigation help, including answering general questions about the online account application or error message

  • Providing clients with alternate numbers when appropriate (e.g. branch phone number, annuity/insurance company, etc.)

  • Ability to be flexible between the hours of 8:00 am – 9:00 pm EST, Monday through Friday, and Saturdays, 8am-5pm.

  • Minimum two years of financial services industry experience with a focus on exceling at client service, preferred

  • Excellent verbal and written communication skill

  • Ability to manage multiple priorities and computer systems in a fast paced environment; adaptive tochange

  • Call center experience preferred

  • Bachelor’s degree preferred

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.