J.P. Morgan Wealth Management - Client Service Leader

ision. You will be part of a fun, engaging, empowered, and inclusive team environment where we value each other and every client we serve. Your leadership and supervision skills will be utilized in managing a team of Investment Professionals who focus on delivering quality interactions and serving a variety of unique account types and client segments, including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank.

Job Responsibilities

• Create an outstanding employee experience and a winning culture, resulting in a place where people are excited to come to work every day

• Manage day-to-day employee activities, including coaching, timekeeping, performance management, recognition, and conducting disciplinary action when needed

• 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

Operating hours: Our current target operating hours are Monday - Friday, 7 a.m. - 8 p.m. CST and Saturday, 7 a.m. - 5 p.m. CST.

Required qualifications, capabilities, and skills

• 3 + years of financial services or brokerage experience

• Strong business and investment acumen, and knowledge of investment products, Individual Retirement Accounts (IRAs), managed (wrap) accounts, and employee benefit programs required

• FINRA Series 7, 63 (or equivalent) required, and ability to hold registration in all 50 states and territories

• FINRA Series 9/10 (or equivalent), required or must obtain within 90 days of employment

• Experience with networking, partnering, and influencing leaders in various parts of the organization in order to move the business forward

• Effectively manage multiple priorities in a fast-paced environment; adaptive to change

• Ability to balance producing strong results with proper risk management, strong compliance record in previous position(s)

• Excellent communication skills, highly professional and experienced in creating and presenting information

Preferred qualifications, capabilities, and skills

• 1 or more years of leading people in the brokerage industry preferred

• Proven experience in a leadership capacity, ability to motivate and develop at an individual and team level

• Ability to embrace change and effectively guide employees through shifts in business needs or priorities

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.