J.P. Morgan Wealth Management - Client Service Leader - Plano, TX
J.P. Morgan Wealth Management - Client Service Leader - Plano, TX
Posted on :
09-07-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
Description
As a Client Service Leader within the J.P. Morgan Wealth Management Client Service Center team you will play a pivotal role in our mission to deliver an exceptional client experience and guide team members in making wise investment decisions. Your responsibilities will include direct management of a team of Registered Representatives where you will provide outstanding leadership and effective supervision. 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. The team you manage is a part of a unique 2-year program Financial Advisor Development Track (FADT) designed to help advance them from an Investment Professional to a Financial Advisor at the firm.
Job Responsibilities
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
Employment Type
Full-Time
Department / Functional Area
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
