J.P. Morgan Wealth Management, with $1 trillion in assets and 5,800 advisors at nearly 5,000 locations, helps investors achieve long-term financial goals through Chase Wealth Management, J.P. Morgan Advisors, and a Self-Directed online platform, while promoting a fun, inclusive team environment. The Service Center Team supports Advisors, assistants, and Chase Branch bankers with investment account service requests, focusing on quality interactions across diverse client segments like Self-Directed Investing and Chase Private Client.

The J.P. Morgan Wealth Management Service Center Team: Our Investment Professionals work in a team based, call center environment assisting Advisors or their assistants, and Chase Branch bankers with investment account service requests and inquiries over the telephone. We focus on delivering quality interactions and serving a variety of unique types of accounts and client segments including Self-Directed Investing, Chase Private Client, and the JPM Private Bank

As the Client Service Leader within an engaging and inclusive team environment, you will provide exceptional leadership and effective supervision to a team of Registered Investment Professionals. Your team focuses on delivering quality interactions over the phone and serves a variety of unique account types and client segments, including Self-Directed Investing, Chase Private Client, and the JPM Private Bank. Additionally, your team assists internal employees of the firm, such as Advisors, their assistants, and Chase Branch bankers.

Job responsibilities

Creating an outstanding employee experience and a winning culture, by providing clear direction and vision to the team, resulting in a place where people are excited to come to work everydayManage day-to-day employee activities, including coaching, timekeeping, performance management, recognition, and conducting disciplinary action when neededDeveloping employees through effective coaching and career development conversationsEnsuring team members adhere to standards and expectations, fostering accountabilityOnboarding new team membersSchedule strategically and manage the floor tactically to meet service levelsConducting call observations to review quality of service providedResolve problems, conduct research, and address complaintsSupervise licensed staff effectively, ensuring adherence to registration and compliance tasksBuilding strong relationships with colleagues and partners across the enterprise, enhancing collaborationMaintaining an effective risk and controls environment by identifying and mitigating potential risks, and exercising sound judgment to protect our firm and clients

 

Required qualifications, capabilities, and skills

3 + years of financial services or brokerage experienceStrong business and investment acumen, and knowledge of investment products, Individual Retirement Accounts (IRAs), managed (wrap) accounts, and employee benefit programs requiredFINRA Series 7, 63 (or equivalent) required, and ability to hold registration in all 50 states and territoriesFINRA 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 to move the business forwardEffectively manage multiple priorities in a fast-paced environment; adaptive to changeAbility 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 leading people in the brokerage industry preferredProven experience in a leadership capacity, ability to motivate and drive performance at an individual and team levelAbility to embrace change and maintain a coachable mindset to navigate business shiftsAbility to utilizes data and insights to make informed decisions and drive performance

Operating hours: Our current target operating hours are Monday – Friday, 7 a.m. – 8 p.m. CT and Saturdays are 7am - 4:30 CST