J.P. Morgan Advisors - Client Service Manager - Dallas, TX

JPMorgan Chase & Co.; Dallas (TX); On-site; USD 95,000 - 140,000; Full time

Job summary

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, seeks a Client Service Group Manager to lead the branch's sales support and administrative teams, aligning initiatives with the Regional Director and Branch Head.

You will recruit, train, and supervise staff, drive process improvements, manage HR issues, and partner with business groups to support growth while upholding firm policies.

Qualifications

• FINRA SIE and securities licenses required or must obtain within 180 days from start date.
• Degree in Business, Finance, or related field.
• Minimum of 3 years financial services management experience.
• Experience in the training field or branch administrator in financial services.
• Understanding of wealth management business, sales force, and investment products.
• Knowledge and understanding of KYC and Regulatory requirements.
• Project management, problem-solving and time management skills.
• Experience with facilitating training sessions (both classroom and virtual).
• Strong working knowledge of PowerPoint, Word, Excel.

Responsibilities

• Lead and manage the branch's sales support and administrative staff.
• Partner with Regional Director to drive strategic firm and branch initiatives.
• Recruit, onboard, train, supervise, and evaluate administrative and sales support staff.
• Conduct performance reviews and manage compensation, promotions, disciplinary actions and terminations.
• Collaborate with functional groups on process improvement and day-to-day problem solving.
• Oversee HR, benefits issues, attendance and vacation.
• Escalate issues to Regional Director and New York Management when needed.

Skills

FINRA SIE

Series 7

Series 66

Series 9-10

Staff Management

PowerPoint

Word

Excel

Training Experience

KYC Knowledge

Education

Business Degree

Finance Degree

Job description

Join our team at J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.

As a Client Service Group Manager in J.P. Morgan Advisors, you will be responsible for managing the sales support staff and administrative staff for the branch. You will also be tasked with managing a wide array of training and process improvement initiatives to support the growth of the J.P. Morgan Advisors office.This position will dully report to the Head of the Client Service Group and the local Regional Director and is part of the branch management team.

Job responsibilities:

• Support and drive strategic firm and branch initiatives by partnering closely with the Regional Director.
• Provide management and leadership of the sales support staff in the branch and satellite branch where no administrative management is present.
• Recruit, select, onboard, train administrative and sales support staff. Supervise and coordinate assignments for the sales support staff and evaluate problem areas to determine potential reassignments and trainings. Educate all employees on administrative policies and procedures as well as Firm's best practices
• Conduct performance reviews andexercise professional discretion forcompensation, promotions disciplinary actions and terminations of all administrative and sales support staff in accordance with firm policy
• Partner with functional groups across the line of business on process improvement and day to day problem solving.
• Supervise and manage human resources, benefits issues, attendance, and vacation.
• Escalate supervisory and management issues to the Regional Director and Supervisory Manager when necessary. Partner with Regional Director and New York Management to address any management or staffing issues.

Required qualifications, capabilities, and skills:

• FINRA SIE, Series 7, 66, 9 & 10 licenses upon hire or must successfully obtain within 180 days from start date
• Degree in Business, Finance, or other related business discipline
• Minimum of 3 years financial services management experience
• Experience in the training field or branch administrator in financial services
• Understanding of wealth management business, sales force, and investment products
• Knowledge and understanding of KYC and Regulatory requirements
• Project management, problem-solving and time management skills
• Experience with facilitating training sessions (both classroom and virtual)
• Strong working knowledge of PowerPoint, Word, Excel

Preferred qualifications, capabilities, and skills:

• Exceptional interpersonal skills with the ability to maintain close working relationship with sales and senior management team. Ability to interface with people at different levels within the organization and various locations.
• Excellent verbal and written communication skills. Ability to multi-task and work well under pressure. Prior experience in meeting deadlines and exceeding expectations. Ability to perform well in a deadline-driven, fast-paced environment.
• High attention to detail, good analytical skills, must be a team player

FEDERAL DEPOSIT INSURANCE ACT:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.