J.P. Morgan Wealth Management - Client Service Leader

Job Responsibilities


* Create an outstanding employee experience and a winning culture, resulting in a place where people are excited to come to work every day


* Manage day-to-day employee activities, including coaching, timekeeping, performance management, recognition, and conducting disciplinary action when needed


* Develop employees through effective coaching and career development conversations


* Recruit and onboard new team members


* Schedule strategically and manage the floor tactically to meet service levels


* Speak with clients and handle escalations


* Conduct call observations to review the quality of service provided


* Resolve problems, conduct research, and address complaints


* Supervise licensed staff effectively, ensuring adherence to registration and compliance tasks


* Foster and develop partnerships across the enterprise


* Maintain an effective risk and controls environment by exercising sound judgment to protect our firm and clients

Operating hours: Our current target operating hours are Monday - Friday, 7 a.m.

- 8 p.m.

CST and Saturday, 7 a.m.

- 5 p.m.

CST.

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 in order 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 of leading people in the brokerage industry preferred


* Proven experience in a leadership capacity, ability to motivate and develop at an individual and team level


* Ability to embrace change and effectively guide employees through shifts in business needs or priorities

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.

We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined base...