Brokerage Client Services Lead

J.P. MORGAN; Greater London; On-site; GBP 60,000 - 90,000; Full time

Job summary

J.P. MORGAN in Greater London is looking for a leader to manage daily operations within our brokerage team. The ideal candidate will have strong business and investment acumen, along with extensive financial services experience.

Your role will involve supporting team coaching, handling complex client inquiries, and driving process improvements in a fast-paced environment. A focus on compliance and stakeholder management is paramount. Join us to make a difference in the financial services market.

Qualifications

• Demonstrated business and investment knowledge, including knowledge of investment products.
• Extensive financial services experience with brokerage and self-directed investing exposure.
• Proven ability to partner, network, and influence stakeholders to drive outcomes.
• Strong capability to motivate, coach, and develop employees at individual and team levels.
• Ability to manage multiple priorities in a fast-paced environment and adapt quickly to change.
• Consistent risk mindset and strong compliance record.
• Strong communication skills with a professional presence.

Responsibilities

• Lead day-to-day team operations and coaching.
• Create an engaging employee experience and culture.
• Support brokerage service inquiries across core topics.
• Guide the team on client inquiries and product eligibility.
• Handle client escalations and complex service inquiries.
• Conduct call observations to improve service delivery.
• Develop employees through coaching and career conversations.
• Recruit and onboard new team members.
• Schedule strategically and provide real-time floor support.
• Resolve issues with research and follow-through.
• Drive process improvements while maintaining risk controls.

Skills

Business and investment knowledge

Financial services experience

Stakeholder influence

Motivating and coaching employees

Time management

Risk mindset

Communication skills

Job description

J.P. MORGAN in Greater London is looking for a leader to manage daily operations within our brokerage team. The ideal candidate will have strong business and investment acumen, along with extensive financial services experience.

Your role will involve supporting team coaching, handling complex client inquiries, and driving process improvements in a fast-paced environment. A focus on compliance and stakeholder management is paramount. Join us to make a difference in the financial services market.