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Job description
Be the trusted voice that helps safeguard our clients’ assets and delivers confidence with every interaction. The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~＄600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.
As a member of the J.P. Morgan Securities Funds Transfer Review Team, you will perform outbound calls to authenticate and confirm client funds transfer instructions while providing high-touch support to J.P. Morgan Securities branch personnel. You will manage time-sensitive requests, respond to inquiries via phone and email, and partner closely with Financial Advisors and Client Associates to ensure requests are completed accurately and in accordance with firm policies and applicable regulations.
Job responsibilities
Monitor the money transfer queue and place outbound calls to clients to verify and confirm transfer instructions
Manage daily email and phone inquiries accurately, within established deadlines, and in line with firm policies and procedures
Adhere to applicable FINRA and other federal regulatory requirements when processing and documenting confirmations
Deliver high-quality, high-touch service to JPMS Financial Advisors and Client Associates
Coordinate and follow through on Financial Advisor/Client Associate requests to completion
Research, follow up on, and resolve inquiries by partnering with advisors, client associates, product partners, branch/operations teams, and other staff
Support additional administrative controls and confirmations, including recurring payments, callback waivers, delegation memos, and related documentation
Required qualifications, capabilities, and skills
Excellent written and verbal communication skills
Strong client service mindset with the ability to build trust through professional phone interactions
Proven ability to multi-task, manage priorities, and meet deadlines in a high-volume environment
Strong problem-solving skills and attention to detail
Ability to work effectively as part of a team in a fast-paced, service-oriented setting
Ability to adapt to a rapidly changing business and technology environment
Proficiency with Microsoft Office (Word, Excel, PowerPoint) and comfort learning proprietary tools and databases
Preferred qualifications, capabilities, and skills
College degree or equivalent financial services/banking industry experience
Prior client service experience in a financial services environment
Familiarity with a wide range of investment products
Experience supporting advisors/branch personnel in an operations or service function
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Worksite address
wilmington, DE, 19894, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.