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Chase · 1 day ago

J.P. Morgan Wealth Management - Client Service Team Lead - West Harrison, NY

925 Westchester Ave, West Harrison, NY, 10604, US

Full-time

Onsite

Mid, Senior Level

3+ years exp

Chase is a leading financial services firm, helping nearly half of America’s households achieve their financial goals. As a Client Service Team Lead at J.P. Morgan Wealth Management, you will drive key business initiatives, enhance client experiences, and empower Private Client Investment Associates through onboarding and training.

BankingFinancial Services

Responsibilities

Facilitate the onboarding and training of Private Client Investment Associates, conducting workshops to boost their skills and effectiveness

Identify and implement best practices to exceed client expectations, fostering a culture of client obsession within the team

Provide field feedback to practice management on key initiatives and serve as a liaison between associates, advisors, and market directors

Review and approve time and attendance records, maintain and update the Independent Advisor coverage report, and track revenue share agreements

Assist in resolving various technology issues to ensure smooth operations

Strengthen relationships with internal business partners, including One Chase partners and branch leadership, focusing on enhancing the employee experience and driving an inclusive culture

Qualification

FINRA Series 79 & 10Wealth management knowledgeTeam leadershipClient-focused environmentInnovative thinkingCommunication skillsCollaboration skillsAttention to detail

Required

3 + years proven experience leading teams and coaching in a client-focused environment

FINRA Series 7, 66 or 63/65, 9 & 10 required and the ability to hold registration in all 50 states and territory plus state Life and Health Insurance

Innovative thinker able to drive future engagement with clients to provide an exceptional experience

Creates a climate in which people want to do their best; motivated and empowers others by inviting input from each person and sharing ownership and visibility

Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with other One Chase partners i.e. Consumer Banking & Business Banking

Strong communication skills, highly professional, attention to detail and excellent follow-through

High degree of Wealth and / or investment product and technology acumen

Ability to travel 25% of the time