The nation's largest bank, with locations all over the United States, Chase offers candidates the opportunity to work in almost every financial field, along with competitive pay and career pathways. They're also committed to racial and social justice, with programs such as the Second Chance Initiative and a $30 billion commitment to advancing racial equity. Chase Bank believe its diverse workforce helps it reach and maintain its world class status. Join the inclusive team at Chase Bank and apply for Investment Professional roles today.
Job Highlights
- Assist clients with brokerage accounts over the telephone, including Traditional and Roth IRAs
- Answer client calls quickly, identify client needs, initiate trades in the capital markets, and complete service-oriented transactions
- Help clients successfully navigate the Chase.com website
- Document all client conversations and meet all regulatory requirements
Candidate Profile
- High school diploma or GED required; college degree preferred
- FINRA Series 7 and 63 (or equivalent) or obtained within 90 days and at least two years of financial services or brokerage experience preferred
- Ability to manage multiple priorities in a fast-paced environment
- Strong organizational skills and detail-oriented, demonstrating working knowledge of Windows and Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, etc.)