J.P. Morgan Wealth Management -Active Trader Desk - Client Service Center Manager
J.P. Morgan Wealth Management -Active Trader Desk - Client Service Center Manager
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Job Description
Join J.P. MorganWealth Management team as the VP Client Service Center Manager where youll play a pivotal role in transforming client experiences across all 50 states. Lead a dynamic team of experts dedicated to empowering individuals to save and invest wisely utilizing cutting-edge platforms like . Your exceptional leadership will drive success ensuring seamless service and innovative solutions for our valued clients.
As a VP Client Service Center Manager within The Active Trade Desk at J.P. Morgan you will lead a team of Trading Professionals dedicated to assisting clients with complex trading strategies within their investment accounts. Operating within Chase Wealth Management you will foster a collaborative environment where your team utilizes telephone and digital tools to deliver exceptional trading experiences. Your leadership will focus on coaching and energizing the team ensuring they maintain expertise in FINRA rules and Department of Labor standards. By fostering deep relationships and a high-performance client-obsessed culture you will create a culture of excellence that meets the high expectations of Chase clients
Job responsibilities
- Cultivate an outstanding employee experience and winning culture fostering excitement and engagement at work.
- Manage day-to-day employee activities including coaching performance management and disciplinary actions.
- Recruit and onboard new team members ensuring skill competency and readiness.
- Handle client interactions and escalations ensuring effective communication and resolution.
- Conduct call observations to identify process improvements and training needs.
- Supervise licensed staff to ensure compliance with internal policies and regulations.
- Safeguard clients employees and business through disciplined execution of controls and partnerships.
- Foster and develop partnerships across the enterprise
Required qualifications capabilities and skills
- 10 years of financial services or brokerage experience with strong business and investment acumen including knowledge of IRAs and trading activities.
- Trading knowledge and experience supported trading operations and technical understanding of markets and proficiency with FactSet or equivalent trading investment platforms and tools.
- Risk management experience with margin Corporate Action and Trade corrections.
- Proven leadership experience with the ability to motivate individuals and teams; experience in overseeing other managers.
- Demonstrated ability to network partner and influence leaders across the organization to drive business forward.
- Strong track record of producing results while maintaining risk management and compliance.
- Ability to manage multiple priorities in a fast-paced environment and adapt to change.
- Excellent communication skills with experience in creating and presenting information to large audiences at various organizational levels.
- Deep understanding of complex investment strategies and products proficiency in trading platforms Microsoft Office software
- FINRA Series 7 66 (or equivalent) life and health insurance 9/10 (or equivalent) and meeting FINRA continuing education requirements.
Required Experience:
Manager
Employment Type
Full-Time
