Wealth Management Client Services Leader

JPMorganChase; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, seeks a Client Service Group Manager to lead the branch's sales support and administrative teams.

The role partners with the Regional Director and reports to the Head of the Client Service Group, playing a key part in training and process improvement initiatives to drive growth. You will recruit, onboard, train staff, supervise assignments, conduct performance reviews, and collaborate with cross-functional

Qualifications

• 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

Leadership & staff management

Strategic collaboration

Training & development

Project management

Regulatory knowledge (KYC)

FINRA licenses (SIE, Series 7, 66, 9 &

Education

Bachelor's degree in Business, Finance, or related field

Tools

PowerPoint

Word

Excel

Job description

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, seeks a Client Service Group Manager to lead the branch's sales support and administrative teams.

The role partners with the Regional Director and reports to the Head of the Client Service Group, playing a key part in training and process improvement initiatives to drive growth. You will recruit, onboard, train staff, supervise assignments, conduct performance reviews, and collaborate with cross-functional