Wealth Management Specialist jobs in Columbus, OH

Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)

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J.P. Morgan Wealth Management - Client Service Specialist
  • JPMC Candidate Experience page
  • Westerville, OH FULL_TIME
  • Our mission in the Digital Service Center is to create a fun, engaging, empowered and inclusive team environment where we care about each other and every client we serve. We support our employees with career development and professional networking opportunities, continuing higher education and the opportunity to obtain professional designations. Our professionals work in a team based, call center environment supporting clients and prospects with investment account service requests and inquiries over the telephone and through our secure message center. 

     

    Job Summary

     

    As a Client Service Specialist in the Digital Service Center you will assist investment clients with inquiries via chase.com secure message center and phone calls. This position is part of the Wealth Management Organization in support of the Digital Wealth Management offering, which aims to create a fully-integrated digital experience for investment clients across the wealth continuum. This is a key role in our Client Support functions as part of our continued expansion in supporting our investment clients as well as certain support functions for our advisor assigned investment accounts. We focus on delivering quality interactions through efficiency, serving a variety of unique account types.

     

    Job Responsibilities  

     

    • Assisting investment customers digitally or over the phone with incoming transactional/registration requests:
      • Conduct good order review and submission to Back Office for incoming customer account transfer, money movement & registration changes assigned to the department, through SMC, Fax Imaging Workflow & Mail
      • Assist investment clients with new account opening and registration change inquiries 
      • Interface with customers via telephone and/or Messaging applications to communicate documents received, not in good order requests, client inquiries and/or account related issues
      • Assist with document uploading into Fax Imaging Workflow for client forms submitted through SMC Messaging application

     

    • Assisting investment customers digitally or over the phone 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

     

     

     

    Required qualifications, capabilities, and skills

     

    • 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

    Preferred:

    • 1-3 years of experience in financial services in investment related roles with a focus on customer service and support, highly preferred 
    • Bachelor's degree or equivalent in Business Administration, Finance, Economics, Accounting, Customer Service/Support, or a related field preferred

     

    Additional information: 

    • This posting is to highlight multiple opportunities available on several specialty teams within the Digital Servicing Center. As a selected Client Service Specialist your specific responsibilities (as included above) will be dependent on the team you are aligned to join. 
    • 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. You 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.

     

  • 25 Days Ago

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Wealth Management Advisor
  • U.S. Bank National Association
  • Dublin, OH FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 20 Days Ago

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Wealth Management Advisor
  • U.S. Bank National Association
  • Pickerington, OH FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 21 Days Ago

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Wealth Management Client Associate
  • Bank of America
  • Zanesville, OH FULL_TIME
  • Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Man...
  • 1 Month Ago

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Wealth Management Advisor
  • 454 U.S. Bancorp Investments, Inc.
  • Dublin, OH FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 2 Months Ago

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Principal Wealth Manager, Pickerington
  • Savvy Wealth
  • Pickerington, OH FULL_TIME
  • The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with ...
  • 10 Days Ago

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0 Wealth Management Specialist jobs found in Columbus, OH area

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Sr. Copywriter-Pharma
  • MERGE
  • Columbus, OH
  • Merge Storytelling and Technology We MERGE storytelling with technology by offering marketing and technology clients ful...
  • 3/19/2024 12:00:00 AM

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Remote Insurance Agent
  • Dorr Agency
  • Columbus, OH
  • Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
  • 3/19/2024 12:00:00 AM

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Sr Project Finance Analyst: Kiewit Power Delivery
  • Kiewit Infrastructure Co.
  • Columbus, OH
  • ** Sr Project Finance Analyst: Kiewit Power Delivery** Location: Columbus, OH, US **Requisition ID: ******137460********...
  • 3/18/2024 12:00:00 AM

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Personal Development Coach - Remote
  • Life Balance Transition
  • Columbus, OH
  • "Don't fear failure. Fear being in the exact same place next year as you are today." Michael Hyatt Are you currently nav...
  • 3/16/2024 12:00:00 AM

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Coaching Professionals - Remote
  • Life Balance Transition
  • Columbus, OH
  • "Don't fear failure. Fear being in the exact same place next year as you are today." Michael Hyatt Are you currently nav...
  • 3/16/2024 12:00:00 AM

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Wealth and Investment Service Specialist II
  • Careerbuilder
  • Columbus, OH
  • Description Provides first line sales and service support for The Private Bank customers through partnering with one or ...
  • 3/15/2024 12:00:00 AM

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Remote Life Coach
  • Life Balance Transition
  • Columbus, OH
  • "Don't fear failure. Fear being in the exact same place next year as you are today." Michael Hyatt Are you currently nav...
  • 3/15/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Columbus, OH
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/15/2024 12:00:00 AM

The confluence of the Scioto and Olentangy rivers occurs just north-west of Downtown Columbus. Several smaller tributaries course through the Columbus metropolitan area, including Alum Creek, Big Walnut Creek, and Darby Creek. Columbus is considered to have relatively flat topography thanks to a large glacier that covered most of Ohio during the Wisconsin Ice Age. However, there are sizable differences in elevation through the area, with the high point of Franklin County being 1,132 ft (345 m) above sea level near New Albany, and the low point being 670 ft (200 m) where the Scioto River leaves...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$73,009 to $116,630
Columbus, Ohio area prices
were up 1.3% from a year ago

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