J.P. Morgan Wealth Management - Client Service Leader

Description

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