J.P. Morgan Wealth Management- Client Service Leader Job at JPMorgan Chase, Tempe, AZ

RTdTWkNnU0hKMjRWeVdEK3lJMjhlblpn
  • JPMorgan Chase
  • Tempe, AZ

Job Description

The J.P. Morgan Wealth Management Service Center Team: Our investment professionals work in a team based, call center environment assisting clients and prospects with investment account service requests and inquiries over the telephone and serve as experts on our online brokerage platform. We focus on delivering quality interactions, serving a variety of unique types of accounts and client segments including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank. As a Client Service Leader within the J.P. Morgan Wealth Management Client Service Center team, you will play a pivotal role in our mission to deliver an exceptional client experience and guide team members in making wise investment decisions. Your responsibilities will include direct management of a team of Registered Representatives, where you will provide outstanding leadership and effective supervision. You will be part of a fun, engaging, empowered, and inclusive team environment where we value each other and every client we serve. Your leadership and supervision skills will be utilized in managing a team of Investment Professionals who focus on delivering quality interactions and serving a variety of unique account types and client segments, including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank. **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 based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Job Tags

Shift work, Saturday, Monday to Friday,

Similar Jobs

Tanson Corp

W2 - Database Administrator III (Supporting Oracle Data Warehouse database schemas, Linux, Windows CMD Shell Scripts) - Hybrid Job at Tanson Corp

 ...hosted on Exadata Oracle version 19c in a multitenant architecture. (1+ year) Experience writing and supporting Linux & Windows CMD Shell Scripts. (4+ years) INTERVIEW NOTES: Phone and web based interviews will be acceptable. However, an in--person interview... 

Allied Universal

Security Officer Unarmed - Door Guard Job at Allied Universal

Allied Universal, North America's leading security and facility services company, offers rewarding careers that provide you a sense...  ...Services is seeking the position of a: Security Officer Unarmed - Door Guard**+ **Part - Time (Temporary Outage)**+ **Monday - Sunday**... 

Rent-A-Daughter, LLC

Caregiver - Direct Care Professional Job at Rent-A-Daughter, LLC

 ...Rent-A-Daughter Home Care has been providing loving care for seniors since 1985 and we invite you to join us in our mission. Caregiving...  ...for over 5 years, I have had the privilege of assisting senior citizens in their own home with daily needs. I appreciate the support... 

Greenlife Healthcare Staffing

Registered Nurse Clinical Reviewer / IDR Job at Greenlife Healthcare Staffing

Registered Nurse Clinical Reviewer / IDR - Healthcare Advocacy with Purpose Location: Lake Success, NY Job ID: #25210 Employment Type: Full-Time (6-Month Contract) Hourly Rate: $60/hour Greenlife Healthcare Staffing is hiring a detail-oriented and experienced... 

Canfield Scientific, Inc.

Software Engineering/Development: Software Application Summer Internship Job at Canfield Scientific, Inc.

An internship with the application development teamis open to motivated students who have experience in the areas listed below. Come join us for a hands-on opportunity to work with leading-edge imaging hardware and software!Proposed Scope of Projects:Develop and maintain...