J.P. Morgan Wealth Management - Client Service Leader

Fairygodboss; Plano (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Wealth Management seeks a Client Service Leader for the Wealth Management Client Service Center. You will lead a team of Registered Representatives, delivering exceptional client experiences across Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank.

Influence performance, coach staff, and maintain strong regulatory compliance in a fast-paced environment. You will oversee hiring, coaching, and day-to-day activities while ensuring service levels, client

Qualifications

• FINRA Series 7 and 63 required; Series 9/10 required or within 90 days of employment
• 3+ years of financial services or brokerage experience
• Experience leading teams and managing performance

Responsibilities

• Create an outstanding employee experience and winning culture.
• Manage day-to-day employee activities including coaching and timekeeping.
• Develop employees through coaching and career development conversations.
• Recruit and onboard new team members.
• Schedule strategically to meet service levels on the floor.
• Speak with clients and handle escalations.
• Conduct call observations to review service quality.
• Resolve problems and address complaints promptly.
• Supervise licensed staff ensuring registration and compliance tasks.
• Foster partnerships across the enterprise and manage risk controls.

Skills

FINRA Licenses

Leadership

Brokerage knowledge

Communication skills

Compliance

Job description

The J.P. Morgan Wealth Management Service Center Team: Our investment professionals work in a team based, call center environment assisting clients and prospects with investment account service requests and inquiries over the telephone and serve as experts on our online brokerage platform. We focus on delivering quality interactions, serving a variety of unique types of accounts and client segments including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank.

As a Client Service Leader within the J.P. Morgan Wealth Management Client Service Center team, you will play a pivotal role in our mission to deliver an exceptional client experience and guide team members in making wise investment decisions. Your responsibilities will include direct management of a team of Registered Representatives, where you will provide outstanding leadership and effective supervision. You will be part of a fun, engaging, empowered, and inclusive team environment where we value each other and every client we serve. Your leadership and supervision skills will be utilized in managing a team of Investment Professionals who focus on delivering quality interactions and serving a variety of unique account types and client segments, including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank.

Job Responsibilities

• Create an outstanding employee experience and a winning culture, resulting in a place where people are excited to come to work every day


• Manage day-to-day employee activities, including coaching, timekeeping, performance management, recognition, and conducting disciplinary action when needed


• Develop employees through effective coaching and career development conversations


• Recruit and onboard new team members


• Schedule strategically and manage the floor tactically to meet service levels


• Speak with clients and handle escalations


• Conduct call observations to review the quality of service provided


• Resolve problems, conduct research, and address complaints


• Supervise licensed staff effectively, ensuring adherence to registration and compliance tasks


• Foster and develop partnerships across the enterprise


• Maintain an effective risk and controls environment by exercising sound judgment to protect our firm and clients

Operating hours: Our current target operating hours are Monday - Friday, 7 a.m. - 8 p.m. CST and Saturday, 7 a.m. - 5 p.m. CST.

Required qualifications, capabilities, and skills

• 3 + years of financial services or brokerage experience


• Strong business and investment acumen, and knowledge of investment products, Individual Retirement Accounts (IRAs), managed (wrap) accounts, and employee benefit programs required


• FINRA Series 7, 63 (or equivalent) required, and ability to hold registration in all 50 states and territories


• FINRA Series 9/10 (or equivalent), required or must obtain within 90 days of employment


• Experience with networking, partnering, and influencing leaders in various parts of the organization in order to move the business forward


• Effectively manage multiple priorities in a fast-paced environment; adaptive to change


• Ability to balance producing strong results with proper risk management, strong compliance record in previous position(s)


• Excellent communication skills, highly professional and experienced in creating and presenting information

Preferred qualifications, capabilities, and skills

• 1 or more years of leading people in the brokerage industry preferred


• Proven experience in a leadership capacity, ability to motivate and develop at an individual and team level


• Ability to embrace change and effectively guide employees through shifts in business needs or priorities

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.