J.P. Morgan Wealth Management – Client Service Leader
| Company | JP Morgan Chase |
|---|---|
| Location | New Albany, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level, Senior |
Requirements
- 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
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
Preferred Qualifications
- 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