Latin America Private Bank - Client Service Manager - Vice President
Latin America Private Bank - Client Service Manager - Vice President
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Job Description
If you have leadership and mentoring experience as well as delivering premier client service solutions J.P. Morgan is the place for you!
As a Private Bank Client Service Manager within JP Morgan you are responsible for all the activities of your team of approximately 10-20 Client Service Associates. Your team of Client Service Associates is regionally aligned to a banker(s) and their clients based upon the bankers geographic location. The Client Service Manager will forge excellent working relationships with the regions entire team of bankers advisors region heads product partners and compliance teams.
Job Responsibilities
- Provide Client Service Associates with guidance and resources for delivering high quality high touch tailored service to Private Banking clients and internal teams
- Manage teams daily work volumes and transactions accurately within established deadlines and in accordance with existing compliance policies and procedures
- Research follow-up and resolve escalated client issues and problems through effective interaction with clients bankers product partners branch/operations areas and other partners in a timely and professional manner
- Participate in the continuing strategic development of the Client Service operating model and help validate proposed ideas/plans prior to implementation
- Evaluate staff performance and provide continuous feedback via informal discussions quarterly/semi-annual performance meetings and the annual review process
Required qualifications capabilities and skills
- 5 years of leadership experience
- FINRA Securities Industry Essentials Series 7 Series 24 and Series 63licenses required for the position;unlicensed candidates considered but required to obtain licenses within 180 days of start date
- Strong leadership and management abilities; must be able to think strategically
- Spanish language proficiency required
Preferred qualifications capabilities and skills
- College degree or equivalent preferred
Required Experience:
Chief
Employment Type
Full-Time
