J.P. Morgan Wealth Management - Client Service Leader
J.P. Morgan Wealth Management - Client Service Leader
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Salary Not Disclosed
1 Vacancy
Job Description
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 daytoday 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 fastpaced 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
Employment Type
Full-Time
