Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Phone Specialist — Hybrid/Remote Client Advisory

JPMorgan Chase

Plano, TX
  • Remote job

JPMorgan Chase is seeking an Investment Professional in Plano, Texas. The successful candidate will assist clients with their brokerage accounts, delivering exceptional service while managing compliance and regulatory requirements. Preferred candidates will have a strong background in customer service, preferably in retail or financial services. The position demands excellent communication skills and a client-centric approach. A competitive rewards package, including benefits and optional commission-based pay, is offered. This role includes a hybrid work model after training. #J-18808-Ljbffr JPMorgan Chase

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Investment Phone Specialist — Hybrid/Remote Client Advisory in Plano, TX vacancy
  •  .... in San Antonio seeks an Investment Professional to assist clients with brokerage accounts. This...  ...experiences over the phone and requires licensing in...  ...fast-paced environment. A hybrid work environment is offered...  ...days in-office and two days remote. #J-18808-Ljbffr JPMorgan... 
    Remote work
    Telephone
    Work at office

    JPMorgan Chase & Co.

    San Antonio, TX
    4 days ago
  • $109.6k - $148.3k

     ...our team as an **Investment Analyst**, Multi-Sector...  ....***This is a hybrid work role based in...  ...registered investment advisory firm with...  ...and unaffiliated client portfolios and maintain...  ...review Symetra's Remote Network Minimum Requirements...  ...after the initial phone screen) to be on... 
    Remote work
    Telephone
    Immediate start
    Work from home
    Flexible hours
    Shift work

    Symetra Financial Corporation

    Farmington, CT
    5 days ago
  •  ...practice. You will report to the Chief Actuary and lead client engagements focused on analytics and actuarial...  ...and an FCAS or ACAS certification. The role supports a hybrid work environment, welcoming fully remote candidates from Connecticut. #J-18808-Ljbffr Mutual... 
    Remote work

    Mutual Capital Holdings

    Farmington, CT
    2 days ago
  •  ....P. in New York is seeking an M&A Advisory Associate to support senior bankers...  ...emphasizes financial modeling, client-ready presentations, and active deal...  ...origination, while mentoring junior staff. Hybrid work (3 days in-office, 2 days remote) and travel are expected. #J-1880... 
    Remote work
    Work at office

    CastleOak Securities

    New York, NY
    4 days ago
  •  ...accounting and CFO level advisory experience to join our...  ..., build trusted client relationships, and bring...  ...position can be worked remotely anywhere in the US! Responsibilities...  ...Page to connect! #LI-HYBRID #LI-CV1 Additional...  ...benefits, cell phone reimbursement, and travel... 
    Remote work
    Telephone
    Temporary work
    Local area
    Flexible hours

    Wipfli

    Milwaukee, WI
    3 days ago
  •  ...Experity, Inc. is seeking a Client Support Representative in Sioux Falls. This full-time...  ...technical support to clients via phone, email, and chat. You will manage requests...  ...fast-paced, client-focused environment. Hybrid remote options are available, with occasional in... 
    Remote work
    Telephone
    Full time
    Work at office

    Experity Defunct

    Sioux Falls, SD
    4 days ago
  •  ...expertise, and consulting skills to solve client challenges and uphold service...  ...and internal partners, communicate clearly by phone and in writing, and maintain high client satisfaction scores, with a hybrid work model (3 days in office, 2 remote). #J-18808-Ljbffr ADP
    Remote work
    Telephone
    Work at office

    ADP

    Schaumburg, IL
    2 days ago
  •  ...a Consulting Analyst to enhance client experiences through detailed analysis...  ...include collaborating with investment consultants, constructing investment...  ...skills. This role offers a hybrid work model that includes both office and remote work. #J-18808-Ljbffr Fiducient... 
    Remote work
    Work at office

    Fiducient Advisors

    Washington DC
    2 days ago
  •  ...Posted on 08/14/2024 Role As a Hybrid IT Support Technician, you...  ...Services to our internal offices and remote staff. The IT Service Desk,...  ...courteous IT support to our clients. Ensure timely responses to customer...  ...the setup and provisioning of phones. Participate in a weekend on-... 
    Remote work
    Telephone
    Work at office
    Local area
    Weekend work

    My VA Support

    Doral, FL
    5 days ago
  • Callan in Summit, NJ is seeking a Senior Investment Consultant to work directly with institutional clients. The role involves managing client...  ...capital markets. This position allows for hybrid work, balancing office presence with remote work. Callan is committed to diversity... 
    Remote work
    Work at office

    Stryker Corporation

    Summit, NJ
    5 days ago
  • $25 - $30 per hour

     ...Client Services Representative At Broadridge, we've built a culture...  .... Work Mode: Worked in a hybrid environment, collaborating in...  ...responsibilities effectively in a remote setting. Job...  ...customer service through email, phone, and other client communication... 
    Remote work
    Telephone
    Hourly pay
    Contract work
    Work at office
    Local area
    Flexible hours
    2 days per week

    Broadridge Financial Solutions , Inc.

    Denver, CO
    6 days ago
  •  ...Veterinary ER Technical Client Liaison - Hybrid Remote Looking for an applicant with approximately 4 years of experience in veterinary emergency...  ...clients and the animals in our care. Strong computer and phone skills are required. Angell Animal Medical Center, founded... 
    Remote work
    Telephone
    Full time
    Interim role
    Immediate start
    Day shift

    MSPCA

    United States
    3 days ago
  • A financial advisory firm is hiring a Middle Office Associate in Chicago. This role supports investment clients by overseeing client onboarding, transaction processing...  .... The position offers a hybrid work model, combining office and remote days, and includes benefits... 
    Remote work
    Work at office

    Fiducient Advisors

    Chicago, IL
    5 days ago
  • Location Hybrid (Remote) About the Role About the Role We are hiring high-potential MBA graduates...  ...(including ex-C-level leaders) for a client-facing Dynamics 365 consulting role ....  ...blends technology consulting, business advisory, and revenue ownership , supporting clients... 
    Remote work
    Worldwide
    Flexible hours

    ITC WORLDWIDE

    Detroit, MI
    2 days ago
  •  ...from Cortavo’s managed services clients. This Level 2 position will...  ...and many other tasks. In this hybrid role, you’ll become an integral...  ...of your week will be remote, where you'll extend your expertise...  ...customer service experience over the phone and email Experience with... 
    Remote work
    Telephone
    Work at office
    Work from home
    Flexible hours
    Night shift
    3 days per week
    1 day per week

    Cortavo

    Elmhurst, IL
    2 days ago
  •  ...People," join our team! Purpose The Investment Operations Specialist works with Financial Advisory Service (FAS) specialists to...  ...Account Management Field phone calls, e-mails and instant messages...  .... Job Environment On‑site with hybrid remote opportunities available. Ideal... 
    Remote work
    Telephone

    Dormont Manufacturing Company

    Raleigh, NC
    2 days ago
  • $65k - $80k

     .../Objective Reporting to the Investment Operations Manager, the Investment Operations Client Support Specialist is responsible for onsite support...  ...such as computers, phones, photocopiers, filing cabinets...  ...Some flexibility in hours and remote work is allowed based on management... 
    Remote work
    Telephone
    Full time
    Temporary work
    Work at office
    Immediate start
    Monday to Friday

    Cain Watters & Associates

    Frisco, TX
    1 day ago
  •  ...A leading tax advisory firm is seeking a tax advisor to provide expert tax advice and services to clients. This role involves direct client communication, tax planning, and advisory...  ...in tax preparation. The position offers a hybrid work schedule and comprehensive benefits.... 
    Remote work

    Anderson Business Advisors

    Florida, NY
    4 days ago
  •  ...Investment Professional At JPMorganChase Wealth Management, we have...  ...enthusiasm for helping our clients, building relationships, and...  ...Following training, transition to a hybrid environment, where team...  ...office three days a week and work remote two days. Department is... 
    Remote work
    Telephone
    Work at office
    Local area
    Monday to Friday
    3 days per week

    Chase

    Plano, TX
    2 days ago
  •  ...Account Executive in Livingston, NJ. This hybrid role involves managing a complex...  ...benefits accounts and delivering exceptional client service. The Account Executive will provide...  ...position includes a combination of in-office and remote work. #J-18808-Ljbffr SolomonEdwards
    Remote work
    Work at office

    SolomonEdwards

    Livingston, NJ
    2 days ago
  •  ...financial services firm in Arizona is seeking an Investment Professional. The role involves assisting clients with brokerage accounts and providing exceptional...  ...licenses, manage client inquiries, and work in a hybrid environment after training. Benefits include comprehensive... 
    Telephone

    JPMorganChase

    Tempe, AZ
    2 days ago
  • $137.31k - $226.56k

     ...Loyola Medicine, and is a hybrid working arrangement (partially remote / partially in office)....  ...and often requires direct client contact. ESSENTIAL FUNCTIONS...  ...and ideas and present advisory, persuasive and authoritative...  ..., in person and over the phone, with people in all... 
    Remote work
    Telephone
    Work at office
    Local area

    Agnello & Rogers

    Chicago, IL
    5 days ago
  •  ...an enthusiasm for helping our clients, building relationships, and...  ...diversity and inclusion. As an Investment Professional (Licensed,...  ...Following training, transition to a hybrid environment, where team...  ...office three days a week and work remote two days. Department is open... 
    Remote work
    Telephone
    Work at office
    Local area
    Monday to Friday
    3 days per week

    JPMorgan Chase & Co.

    Plano, TX
    4 days ago
  •  ...lead permitting and compliance projects, serving as the primary client contact and trusted advisor. The role blends technical...  ...regulations (Title V, NSR) and 10+ years in environmental consulting. Hybrid/remote flexibility is available, with competitive compensation and... 
    Remote job

    LVI Associates

    Elmhurst, IL
    2 days ago
  •  ...an enthusiasm for helping our clients, building relationships, and...  ...diversity and inclusion. As an Investment Professional (Licensed,...  ...Following training, transition to a hybrid environment, where team...  ...office three days a week and work remote two days. Department... 
    Remote work
    Telephone
    Work at office
    Local area
    Monday to Friday
    3 days per week

    JPMorganChase

    Tempe, AZ
    2 days ago
  •  ...Investment Professional At JPMorganChase Wealth Management, we have...  ...enthusiasm for helping our clients, building relationships, and...  ...Following training, transition to a hybrid environment, where team...  ...office three days a week and work remote two days. Department is... 
    Remote work
    Telephone
    Work at office
    Local area
    Monday to Friday
    3 days per week

    JPMorgan Chase

    San Antonio, TX
    4 days ago
  •  ...our national Tax Accounting Services practice to assist clients with tax provision, planning, and consulting. The ideal...  ...compliance with tax regulations. The position offers a hybrid work environment, balancing remote flexibility with in-person collaboration. #J-18808-... 
    Remote work

    Crowe

    San Francisco, CA
    4 days ago
  • Nixon Peabody LLP in Washington, DC is seeking a Client Finance Analyst to manage Accounts Receivable and implement collection strategies...  ...services environment, and strong analytical skills. Hybrid or remote work options are available. #J-18808-Ljbffr Nixon Peabody LLP
    Remote work

    Nixon Peabody LLP

    Washington DC
    3 days ago
  • $23 - $24.5 per hour

     ...help small business customers choose Gusto via email, chat, and phone interactions. The role includes managing the onboarding process,...  ...and the ability to adapt quickly to challenges. The role offers hybrid working options in Phoenix, AZ, and a competitive hourly compensation... 
    Remote job
    Telephone
    Hourly pay

    Gusto

    Phoenix, AZ
    2 days ago
  •  ...Associate to support operational functions for investment clients. Responsibilities include overseeing...  ...financial industry. This role offers a hybrid work model, allowing flexibility with three days in the office and two days remote, and entails travel up to 5%. #J-18808-... 
    Remote work
    Work at office

    Fiducient Advisors

    Washington DC
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Phone Specialist — Hybrid/Remote Client Advisory. Be the first to apply!