J.P. Morgan Wealth Management Client Service Team Lead San Antonio, TX

You will partner with leadership in the coordination implementation and messaging of key business initiatives to Private Client Investment Associates

Support Private Client Investment Associate performance and development through onboarding and training and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise

Identify opportunities to develop and deliver best practices to meet and exceed our client expectations and creating a client obsession culture within the team

Provide field feedback to practice management on key initiatives

Review and approve time and attendance records for Private Client Investment Associates

Assist with resolution of various technology issues

Maintain and update Independent Advisor coverage report

Serve as liaison and manage relationships between Private Client Investment Associates Advisors and Market Directors - Wealth

Maintain and track revenue share agreements for Private Client Investment Associates

Strengthen relationships with internal business partners including One Chase partners and branch leadership

Focus on the employee experience help define and drive an inclusive culture within the organization

Required qualifications capabilities and skills

3-5 years proven experience leading teams and coaching in a client-focused environment

Series 7 66 9 & 10 Life and Health Insurance

Innovative thinker able to drive future engagement with clients to provide an exceptional experience

Creates a climate in which people want to do their best; motivated and empowers others by inviting input from each person and sharing ownership and visibility

Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with other One Chase partners i.e. Consumer Banking & Business Banking

Strong communication skills highly professional attention to detail and excellent follow-through

High degree of Wealth and / or investment product and technology acumen

Ability to travel 25% of the time