J.P. Morgan Advisors - Client Service Manager - San Francisco, CA

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 120,000 - 150,000; Full time

Job summary

J.P. Morgan Advisors in San Francisco, CA, seeks a Client Service Group Manager to lead the branch's sales support and administrative teams, reporting to the Head of Client Service Group and the Regional Director, and to drive training and process improvements.

The role blends people leadership with regulatory compliance and operations, partnering across lines of business to deliver premier client service and efficient branch operations.

Qualifications

• FINRA SIE, Series 7, 66, 9 & 10 licenses required within 180 days of start date.
• Degree in Business, Finance, or 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 (classroom and virtual).
• Strong working knowledge of PowerPoint, Word, Excel.

Responsibilities

• Support and drive strategic firm and branch initiatives by partnering with the Regional Director.
• Provide management and leadership of the sales support staff in the branch and satellite branch.
• Recruit, onboard, train administrative and sales support staff; supervise assignments.
• Conduct performance reviews and exercise discretion for compensation, promotions, and disciplinary actions.
• Partner with functional groups on process improvement and day-to-day problem solving.
• Supervise HR, benefits issues, attendance, and vacation.
• Escalate supervisory issues to the Regional Director and coordinate with NY management.

Skills

Financial services management

Training & development

Leadership

KYC & regulatory knowledge

Project management

Time management

Communication

Education

Bachelor’s degree in Business or Finance

Tools

PowerPoint

Word

Excel

Job description

J.P. Morgan Advisors - Client Service Manager - San Francisco, CA

• Locations 560 Mission St, San Francisco, CA, 94105, US
• Job Schedule Full time

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 dually 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.

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.