Wealth Management Client Service Leader

JPMorgan Chase & Co.; Plano (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX is seeking a Client Service Leader for the Wealth Management Client Service Center.

You will directly manage a team of Registered Representatives and guide them to deliver exceptional service to clients across Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank. You will foster a productive, inclusive culture, mentor staff, handle escalations, supervise licensing compliance, and partner across the enterprise to protect clients and the

Qualifications

• 3+ years of financial services or brokerage experience.
• Knowledge of IRAs, managed accounts, and employee benefit programs.
• FINRA Series 7, 63 required with multi-state registration.
• FINRA Series 9/10 required or must obtain within 90 days.
• Excellent communication and professional presentation.

Responsibilities

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

Communication

Time management

Risk management

Interpersonal skills

Coaching

Influencing

Tools

FINRA Series 7

FINRA Series 63

FINRA Series 9/10

State registrations

Job description

JPMorgan Chase & Co. in Plano, TX is seeking a Client Service Leader for the Wealth Management Client Service Center.

You will directly manage a team of Registered Representatives and guide them to deliver exceptional service to clients across Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank. You will foster a productive, inclusive culture, mentor staff, handle escalations, supervise licensing compliance, and partner across the enterprise to protect clients and the