Wealth Management Client Services Lead

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 120,000 - 150,000; Full time

Job summary

J.P. Morgan Advisors in San Francisco, CA, seeks a Client Service Group Manager to lead the branch's sales support and administrative teams, reporting to the Head of Client Service Group and the Regional Director, and to drive training and process improvements.

The role blends people leadership with regulatory compliance and operations, partnering across lines of business to deliver premier client service and efficient branch operations.

Qualifications

• FINRA SIE, Series 7, 66, 9 & 10 licenses required within 180 days of start date.
• Degree in Business, Finance, or related business discipline.
• Minimum of 3 years financial services management experience.
• Experience in the training field or branch administrator in financial services.
• Understanding of wealth management business, sales force, and investment products.
• Knowledge and understanding of KYC and Regulatory requirements.
• Project management, problem-solving and time management skills.
• Experience with facilitating training sessions (classroom and virtual).
• Strong working knowledge of PowerPoint, Word, Excel.

Responsibilities

• Support and drive strategic firm and branch initiatives by partnering with the Regional Director.
• Provide management and leadership of the sales support staff in the branch and satellite branch.
• Recruit, onboard, train administrative and sales support staff; supervise assignments.
• Conduct performance reviews and exercise discretion for compensation, promotions, and disciplinary actions.
• Partner with functional groups on process improvement and day-to-day problem solving.
• Supervise HR, benefits issues, attendance, and vacation.
• Escalate supervisory issues to the Regional Director and coordinate with NY management.

Skills

Financial services management

Training & development

Leadership

KYC & regulatory knowledge

Project management

Time management

Communication

Education

Bachelor’s degree in Business or Finance

Tools

PowerPoint

Word

Excel

Job description

J.P. Morgan Advisors in San Francisco, CA, seeks a Client Service Group Manager to lead the branch's sales support and administrative teams, reporting to the Head of Client Service Group and the Regional Director, and to drive training and process improvements.

The role blends people leadership with regulatory compliance and operations, partnering across lines of business to deliver premier client service and efficient branch operations.