Wealth Management Client Services Leader

JPMorganChase; Dallas (TX); On-site; USD 110,000 - 160,000; Full time

Job summary

JPMorganChase is seeking a Client Service Group Manager for the J.P. Morgan Advisors division to lead branch sales support and admin staff. The role emphasizes training initiatives, process improvements, and close collaboration with the Regional Director to drive growth across the office.

You will oversee recruiting, onboarding, coaching, performance reviews, and policy education for the administrative team, ensuring adherence to firm standards and regulatory requirements.

Qualifications

• FINRA SIE, Series 7, 66, 9 & 10 licenses upon hire or must obtain within 180 days from start date.
• Degree in Business, Finance, or other 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 (both classroom and virtual)
• Strong working knowledge of PowerPoint, Word, Excel

Responsibilities

• Support and drive strategic firm and branch initiatives by partnering closely with the Regional Director.
• Provide management and leadership of the sales support staff in the branch and satellite branch where no administrative management is present.
• Recruit, select, onboard, train administrative and sales support staff. Supervise and coordinate assignments for the sales support staff and evaluate problem areas to determine potential reassignments and trainings. Educate all employees on administrative policies and procedures as well as Firm's best practices
• Conduct performance reviews and exercise professional discretion for compensation, promotions disciplinary actions and terminations of all administrative and sales support staff in accordance with firm policy
• Partner with functional groups across the line of business on process improvement and day to day problem solving.
• Supervise and manage human resources, benefits issues, attendance, and vacation.
• Escalate supervisory and management issues to the Regional Director and Supervisory Manager when necessary. Partner with Regional Director and New York Management to address any management or staffing issues.

Skills

FINRA licenses

Finance degree

financial services mgmt

training experience

wealth management

KYC & regulatory

project management

training delivery

MS Office

Education

Business/Finance degree

Tools

PowerPoint

Word

Excel

Job description

JPMorganChase is seeking a Client Service Group Manager for the J.P. Morgan Advisors division to lead branch sales support and admin staff. The role emphasizes training initiatives, process improvements, and close collaboration with the Regional Director to drive growth across the office.

You will oversee recruiting, onboarding, coaching, performance reviews, and policy education for the administrative team, ensuring adherence to firm standards and regulatory requirements.