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JPMorganChase · 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 exp

JPMorganChase is a leading financial services firm, and they are seeking a Client Service Leader for their Wealth Management Service Center Team. This role involves managing a team of Registered Representatives to ensure exceptional client experiences and effective supervision while delivering quality interactions across various client segments.

Asset ManagementBankingFinancial Services

Growth Opportunities

H1B Sponsor Likely

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

Financial services experienceInvestment acumenFINRA Series 7FINRA Series 9/10Leadership experienceCommunication skillsCoaching skillsProblem-solving skillsAdaptability

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

JPMorganChase

Glassdoor4.0

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

Founded in 2000

New York, New York, USA

10001+ employees

https://www.jpmorganchase.com/

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3471)

2024 (3469)

2023 (3395)

2022 (3594)

2021 (2515)

2020 (2495)