Chase · 1 month ago
J.P. Morgan Wealth Management - Client Service Leader - Plano, TX
8181 Communications Pkwy Ste C, Plano, TX, 75024, US
Full-time
Onsite
Mid, Senior Level
3+ years expChase is a leading financial services firm, and they are seeking a Client Service Leader for their J.P. Morgan Wealth Management Service Center Team. In this role, you will manage a team of Registered Representatives, ensuring exceptional client experiences while providing leadership and supervision in a call center environment.
BankingFinancial Services
Responsibilities
Foster an outstanding employee experience and winning culture, making the workplace engaging and motivating
Oversee daily employee activities, including coaching, performance management, recognition, and disciplinary actions
Develop team members through coaching, career development, recruitment, onboarding, and supervision of licensed staff
Strategically schedule and manage operations to meet service levels, conduct call observations, and ensure quality service
Address client needs by handling escalations, resolving problems, conducting research, and managing complaints
Build partnerships across the enterprise and maintain a strong risk and controls environment to protect the firm and clients
Qualification
Required
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
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
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
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
Recent News
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