Wealth Management Specialist, Sr. jobs in Columbus, OH

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.