Wealth Management Client Service Lead

JPMorgan Chase & Co.; Tempe (AZ); On-site; USD 80,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Tempe, AZ, seeks a Client Service Leader to oversee a team of Investment Professionals and Registered Representatives within the Wealth Management Service Center.

The role focuses on exceptional client interactions, risk-aware supervision, and leadership across Self-Directed Investing, Chase Private Client, and Private Bank segments. You will coach and develop staff, manage schedules and escalations, and partner with other teams to deliver quality service while

Qualifications

• FINRA Series 7, 63 required; 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

Responsibilities

• Create an outstanding employee experience and a winning culture
• Manage day-to-day employee activities, including coaching, timekeeping, performance management, recognition, and disciplinary action
• 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

Skills

Leadership

Coaching

Communication

Financial services

Regulatory compliance

Team management

Job description

JPMorgan Chase & Co. in Tempe, AZ, seeks a Client Service Leader to oversee a team of Investment Professionals and Registered Representatives within the Wealth Management Service Center.

The role focuses on exceptional client interactions, risk-aware supervision, and leadership across Self-Directed Investing, Chase Private Client, and Private Bank segments. You will coach and develop staff, manage schedules and escalations, and partner with other teams to deliver quality service while