Chase · 2 months ago
JPMorgan Private Client - Client Experience Specialist Manager
1 Front St, San Francisco, CA, 94111, US
Full-time
Onsite
Mid, Senior Level
$120K/yr - $160K/yr
5+ years expChase is seeking a Client Experience Manager for their JPMorgan Private Client division, responsible for leading a team of Specialists to enhance client service excellence. The role involves coaching team members, managing escalations, and collaborating with the Relationship Manager team to ensure exceptional service delivery.
BankingFinancial Services
Responsibilities
Manage a team of Client Experience Specialists by providing oversight of day to day activities, ensuring the team’s adherence to operating policies and procedures, and legal and compliance regulations, while independently resolving escalations
Provide ongoing coaching and mentoring to team members, fostering their professional growth and development through feedback, goal-setting, and skill building opportunities
Work with your Regional Managing Director to manage team capability by aligning Client Experience Specialist team members to Relationship Manager, and solicit feedback to identify development opportunities
Utilize product and process knowledge to coach team members and quickly resolve client escalations
Build a strong network of collaborative partnership across the Firm
Execute on business initiatives by creating and including developing and delivering executive and external reporting and other communications
Make informed business decisions using your independent judgement, skill set, and subject matter expertise, in combination with documented policies and procedures
Responsible for recruiting, interviewing and making hiring decisions for the team
Qualification
Required
Five or more years of financial services experience
Demonstrated experience delivering exceptional client service to an affluent client base
Preferred
A bachelor's degree
Two years' experience leading a team focused on cultivating relationships through delivering Deposit Banking, Home or Business lending needs
Benefits
Incentive compensation plan that is paid on an annual basis
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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