J.P. Morgan Wealth Management - Digital Service Center - Client Service Leader, Associate

JobID: 210533134

Category: Client Service

JobSchedule: Full time

Posted Date: 2024-07-03T16:55:53+00:00

JobShift: Day

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The J.P. Morgan Wealth Management business is focused on helping investors achieve their long-term financial goals and offers a full spectrum of investment services that includes Chase Wealth Management, serving clients from branches, J.P. Morgan Advisors, advising clients from home offices, a new hybrid advisory unit called Personal Advisors, and Self-Directed Investing - our online investing platform. The combined business has ~$700 billion in assets under Management and ~5,000 advisors who work out of 3,500 branches and 21 offices, across 48 states.

As a Client Service Leader within the J.P. Morgan Wealth Management - Digital Service Center, you will be responsible for managing an assigned team and ensuring best-in-class client service for all assigned support functions. You will lead the day-to-day operations of your team, identify process improvement opportunities, and ensure all team members have the necessary tools to complete their responsibilities. This role offers the opportunity to work closely with other leaders within the service center and to promote cross-team partnerships and efficiencies.

Job Responsibilities:

• Lead a team of Direct Reports along with assisting with two adjacent functional teams and the associated front-line managers, to ensure all assigned functions within stated service levels

• Drive a high-performance culture to meet the highest standards of quality client service

• Acting in accordance with the requisite responsibilities in an Associate level management position

• Serve as the Subject Matter Expert on responsible functions, as well as associated product offerings assigned to this position (i.e., Self-Directed Investing, Account Transfers & Alerts Processing, Secure Message Center, Legal Document Advanced Support processing

• Take responsibility for owning assigned work queues/tasks needed to support the product offering and ensuring work is completed within established time frames

• Assist with the development and implementation of Operational Policies, Procedures, associated Risk & Controls, and Metrics & Reporting on the new operating environment

• Recommends and implements enhancements to improve effectiveness and efficiency of services and systems

• Represent the department as well as present business updates to senior management

• Lead by example to bring our core values to life, specifically the critical focus of creating an inclusive environment where a diverse workforce can thrive

• Deliver strong business results with a focus on efficiency while evolving the organization to become a strategic asset for the growth plans of J.P. Morgan Wealth Management

• Execute all objectives within a highly controlled and regulated environment, surpassing all standards, testing, and audits

Required qualifications, capabilities, and skills:

• Must hold or obtain FINRA Series 7, 63/66, Series 24 or 9/10 or obtained within timeframe (i.e. 90 days) as outlined in job offer, in addition to meeting FINRA continuing education requirements

• Strong knowledge of brokerage industry regulatory requirements, market data and financial instruments

• Self-starter with a high sense of urgency and professionalism, with demonstrated the ability to handle multiple concurrent issues within strict time frames

• Strong analytical skills with a close attention to detail, demonstrating a focus on continuous process improvement

• Excellent leadership skills of employees and projects, with a strong track record of delivering projects and programs of work that drive growth

• Exceptional communication skills, with internal and external customers as well as team members, and able to collaborate effectively across all levels of the organization

• Strong organizational skills

Preferred qualifications, capabilities, and skills:

• Bachelor's degree in business administration, Finance, Economics, Accounting, or a related field, or experience in leading brokerage teams, and/or contact centers preferred

• 5+ years of experience in financial services, preferably with experience in wealth management, a private bank, or a closely related financial services organization, with a focus on customer service and support preferred

• Prior experience with Chase Wealth Management Brokerage lines of business a plus