Wealth Management Client Service Team Lead

Testing Site - JPMC; San Antonio (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Wealth Management in San Antonio, TX seeks a Client Service Team Lead to coordinate initiatives and support Private Client Investment Associates. You will drive onboarding and field workshops to boost performance and client service excellence.

Candidates should have 3-5 years leading teams, hold Series 7/66/9/10 licenses, and demonstrate cross-team collaboration. This role emphasizes client-focused leadership, effective communication, and a proactive, inclusive culture.

Qualifications

• 3-5 years proven experience leading teams and coaching in a client-focused environment.
• Series 7, 66, 9 & 10, Life and Health Insurance required.
• Innovative thinker able to drive future engagement with clients to provide an exceptional experience.
• Creates a climate in which people want to do their best; empowers others by inviting input and sharing ownership.
• Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with One Chase partners.

Responsibilities

• Partner with leadership in coordinating and messaging key business initiatives for Private Client Investment Associates.
• Support performance and development through onboarding, training, and in-field workshops.
• Identify opportunities to deliver best practices to exceed client expectations and foster a client-obsessed culture.
• Review and approve time and attendance records for Private Client Investment Associates.
• Assist with resolution of technology issues and maintain coverage reports.
• Serve as liaison between Private Client Investment Associates, Advisors, and Market Directors.

Skills

Team leadership

Coaching

Licenses: Series 7, 66, 9 & 10

Wealth product knowledge

Strong communication

Travel readiness

Cross-team collaboration

Job description

J.P. Morgan Wealth Management in San Antonio, TX seeks a Client Service Team Lead to coordinate initiatives and support Private Client Investment Associates. You will drive onboarding and field workshops to boost performance and client service excellence.

Candidates should have 3-5 years leading teams, hold Series 7/66/9/10 licenses, and demonstrate cross-team collaboration. This role emphasizes client-focused leadership, effective communication, and a proactive, inclusive culture.