J.P. Morgan Wealth Management - Client Service Leader

JPMorganChase; Westerville (OH); On-site; USD 33,000 - 100,000; Full time

Job summary

A leading financial services firm is seeking a Client Service Leader to enhance employee experience and manage client interactions. The role involves coaching, recruitment, and ensuring compliance while fostering a positive workplace culture. Ideal candidates will have financial services experience and strong leadership skills.

Benefits

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Qualifications

• 3+ years of financial services or brokerage experience.
• Strong business and investment acumen required.

Responsibilities

• Manage day-to-day employee activities and coaching.
• Speak with clients and handle escalations.
• Supervise licensed staff effectively.

Skills

Communication

Leadership

Problem Solving

Education

FINRA Series 7

FINRA Series 63

FINRA Series 9/10

Job description

J.P. Morgan Wealth Management - Client Service Leader

Join to apply for the J.P. Morgan Wealth Management - Client Service Leader role at JPMorganChase

J.P. Morgan Wealth Management - Client Service Leader

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Join to apply for the J.P. Morgan Wealth Management - Client Service Leader role at JPMorganChase

• 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
  
  

Job Description

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.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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