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)
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.
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