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At JP Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a solid investment product and thought leadership platform along with cutting edge digital technology, you'll be front and center representing our brand and interacting with our clients.As part of Consumer Banking, Client Development Professionals are key members of the JP Morgan Chase Wealth Management team dedicated to creating exceptional client experiences. Client Development Professionals work in a team environment to assist prospective investors and existing clients to identify the best solution for their needs and leverage the Firm's world class investment capabilities. Their engagement is conducted primarily over the telephone in both an inbound and outbound capacity, as well as using online collaboration tools.You will provide in-depth assistance to both clients and prospective clients. The goal of a Client Development Professional is to engage investors in a needs based conversation at the beginning of the relationship in order to share with them how JP Morgan Chase can help them achieve their financial goals. You will assume ownership of the prospect experience, as well as helping new clients during their initial on-boarding phase allowing you to identify additional opportunities to maximize the relationship with each client. You will make inbound and outbound calls to both clients and prospects and introduce prospective clients to advisors to enhance their overall relationship; ultimately creating a world class first impression and nurture the client relationship acclimating investors new to wealth management.Maximize "ease of use" for our JP Morgan Chase Wealth Management clients by simplify their overall onboarding experience.
Be the voice of JP Morgan Chase Wealth Management to prospective clients who have requested information. Responsible for successfully persuading and educating potential clients by conducting walk-through of the new account opening process and application while providing a superior on-boarding experience thoughout the first 120 days.
Engage clients in holistic discussions to better understand their individual goals and financial needs resulting in an increase to contributions of new accounts and providing referrals to branch advisors for prospective and current clients to accumulate additional assets.
Clearly identify and recommend investment solutions to help clients make the best informed decision related to building their wealth and reaching their financial goals.
Responsible for driving revenue and asset growth through education of JP Morgan's full world class investment capabilities and connecting clients/prospects to our Firm's extensive resources and product suite.
Conduct client directed trades in capitol markets and deliver on the value proposition of JP Morgan's best in class reputation.
Connect JP Morgan Chase Wealth Management clients to areas of the Firm in order to win prospects, retain clients and acquire additional assets.
Partners with marketing departments of Consumer Banking and internal business units to position product and service campaigns for success.
Responsible for monitoring emerging market trends and be a student of the industry.
During periods of high call volumes, be prepared to flex to support the general client service queues and efficiently handle general client requests.
May perform other responsibilities as assigned.
What you will receiveComprehensive compensation that includes a base salary and annual bonus.JPMorgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy. As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few.Qualifications2 - 5 years of financial services or brokerage experience
Articulate and charismatic with the ability to uncover client assets and refer business to advisors
Must have a service and influential mindset with a proven track record of delivering exceptional service and business development results
Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs), managed accounts and employee benefit programs preferred
Ability to adapt conversations to meet the needs of a diverse client base across all 50 states
Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
Proven ability to manage multiple priorities in a fast paced environment while exceeding performance metrics
Ability to uncover and communicate insights in a compelling way that helps your audience make informed business decisions
Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
Strong technical skills related to CRM
Adaptive to change with strong attention to detail
Strong problem solving and analytical abilities
Strong probing and negotiation skills
Excellent telephone communication skills, displaying a high level of professionalism
Extremely organized and detail oriented, demonstrating working knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint etc.)
Excellent verbal and written communication skills
Possess strong values and enjoys contributing to and fostering a strong inclusive work culture
Licenses, Designations, and EducationIf you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 7
Ability to obtain the series 65/66 in the first 6 months (160 days)
Ability/willingness to obtain additional professional designations such as the Chartered Retirement Planning CounselorSM - CRPC® or similar designation in the first 12 months
Bachelor's degree preferred
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTEDJPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. These requirements may include sharing information in the firm's vaccine record tool, vaccination or regular testing, mask wearing, social distancing and daily health checks. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests.Equal Opportunity Employer/Disability/Veterans
Full-time