J.P. Morgan Wealth Management - Client Service Leader - Chicago

J.P. Morgan Wealth Management with $1 trillion in assets and 5800 advisors at nearly 5000 locations helps investors achieve long-term financial goals through Chase Wealth Management J.P. Morgan Advisors and a Self-Directed online platform while promoting a fun inclusive team environment. The Service Center Team supports Advisors assistants and Chase Branch bankers with investment account service requests focusing on quality interactions across diverse client segments like Self-Directed Investing and Chase Private Client.

The J.P. Morgan Wealth ManagementService Center Team:Our Investment Professionals work in a team based call center environment assisting Advisors or their assistants and Chase Branch bankers with investment account service requests and inquiries over the telephone. We focus on delivering quality interactions and serving a variety of unique types of accounts and client segments including Self-Directed Investing Chase Private Client and the JPM Private Bank

As the Client Service Leader within an engaging and inclusive team environment you will provide exceptional leadership and effective supervision to a team of Registered Investment Professionals. Your team focuses on delivering quality interactions over the phone and serves a variety of unique account types and client segments including Self-Directed Investing Chase Private Client and the JPM Private Bank. Additionally your team assists internal employees of the firm such as Advisors their assistants and Chase Branch bankers.

Job responsibilities

• Creating an outstanding employee experience and a winning culture by providing clear direction and vision to the team resulting in a place where people are excited to come to work everyday
• Manage day-to-day employee activities including coaching timekeeping performance management recognition and conducting disciplinary action when needed
• Developing employees through effective coaching and career development conversations
• Ensuring team members adhere to standards and expectations fostering accountability
• Onboarding new team members
• Schedule strategically and manage the floor tactically to meet service levels
• Conducting call observations to review quality of service provided
• Resolve problems conduct research and address complaints
• Supervise licensed staff effectively ensuring adherence to registration and compliance tasks
• Building strong relationships with colleagues and partners across the enterprise enhancing collaboration
• Maintaining an effective risk and controls environment by identifying and mitigating potential risks and exercising sound judgment to protect our firm and clients

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 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

Preferred qualifications capabilities and skills

• 1 or more years leading people in the brokerage industry preferred
• Proven experience in a leadership capacity ability to motivate and drive performance at an individual and team level
• Ability to embrace change and maintain a coachable mindset to navigate business shifts
• Ability to utilizes data and insights to make informed decisions and drive performance

Operating hours:Our current target operating hours are Monday Friday 7 a.m. 8 p.m. CT andSaturdays are 7am - 4:30 CST