Invest Servicing Senior Specialist III

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging environment?

As the Invest Servicing Sr. Specialist III within JP Morgan Wealth Management, you will be responsible for receiving and resolving client and advisor inquiries and complaints, operating with limited direct supervision. You will tackle the most complex client and advisor issues, respond to questions and complaints, conduct research, maintain records of problems and resolutions, and escalate issues to the appropriate department or address them within established timeframes. You are expected to assist clients and advisors with functions including, but not limited to, CSC Unlicensed, Broker, Managed, and 529 as needed. Your role involves handling mostly non-routine duties and tasks, requiring your experience to successfully accomplish them.

Job responsibilities:

• Take ownership of each caller while empathizing and prioritizing client/advisor needs
• Resolve conflicts and manage client/advisor expectations
• Determine caller's needs and provide appropriate solutions through relationship building
• Communicate effectively with both external and internal customers
• Document account activities thoroughly and concisely
• Engage in interactive dialogue through active listening
• Think critically and exercise independent judgment
• Demonstrate accuracy and attention to detail
• Abide by all applicable regulatory and department practices and procedures
• Effectively prioritize work to ensure efficiency
• Conduct research as needed

• Understands fundamentals of financial services and the industry
• Has knowledge of customer industry and the competitive environment
• Has knowledge of customer business and portfolio of products and services
• Understands firm business and the competitive environment
• Leverages knowledge to adeptly understand and address typical customer issues
• Plans and accomplishes complex tasks and/or projects using knowledge, analysis and good judgment
• Assesses multiple assignments and can prioritize in a logical and efficient manner
• Handles unexpected situations adeptly
• Schedule flexibility

• Experience in the financial services industry is a plus.
• Bachelor's degree/degree level education or equivalent experience a plus but not required
• Voice function or equivalent experience is preferred but not required