JPMorgan Private Client Client Experience Specialist Manager
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Job Location:
Westerville, OH - USA
Monthly Salary:
Not Disclosed
Posted on:
16 hours ago
Vacancies:
1 Vacancy
Job Summary
Come join JPMorgan Private Client as an Client Experience Manager and manage a team of Specialists focused on providing our affluent client segment with an exceptional experience.
As the Client Experience Manager youll lead a team of Specialists who are instrumental in helping our clients explore the full financial possibilities their wealth creates. You will coach and develop a high performing team that is able toact as an extension of our Sr. Private Client Banker team; provide concierge service to our clients and assist with servicing needs. You will collaborate with the Market Director to coach and mentor Relationship Managers and Client Experience Specialists fostering their development and driving business results.
Job Responsibilities
- Manage a team of Client Experience Specialists by providing oversight of day to day activities ensuring the teams adherence to operating policies and procedures and legal and compliance regulations while independently resolving escalations.
- Provide ongoing coaching and mentoring to team members fostering their professional growth and development through feedback goal-setting and skill building opportunities.
- Work with your Market Director to manage team capability by aligning Client Experience Specialist team members to Sr. Private Client Bankers and solicit feedback to identify development opportunities.
- Seek opportunities to enhance processes and create efficiencies to deliver service to clients and internal partners.
- Utilize product and process knowledge to coach team members and quickly resolve client escalations.
- Build a strong network of collaborative partnerships across the Firm.
- Execute on business strategy initiatives with partners and Market Directors including developing and delivering executive and external reporting and other communications.
- Make informed business decisions using your independent judgement skill set and subject matter expertise in combination with documented policies and procedures.
- Responsible for recruiting interviewing and making hiring decisions for the team.
Required Qualifications Capabilities and Skills
- A minimum of five years of financial services experience.
- Demonstrated experience delivering exceptional client service to an affluent client base.
- Demonstrated experience leading a team focused on cultivating relationships through delivering Deposit Banking Home or Business lending needs.
Preferred Qualifications Capabilities and Skills
- A bachelors degree
This role is located in Westerville OH and will report in the office 5 days per week..This role is eligible to participate in an incentive compensation plan that is paid on a quarterly basis. More details about total compensation and benefits will be provided during the hiring process.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such an employment offer for this position is contingent on JPMCs review of your criminal conviction history credit report information available through NMLS and any other information relevant to a determination by JPMC that you demonstrate financial responsibility good character and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such upon active employment with JPMorgan Chase you will be required to either register on NMLS or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act including successful registration immediately after your start date and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration update and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred on your behalf to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record if applicable before submitting. Further information about NMLS and registration requirements of registration can be found at: Experience:
Manager
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
