JPMorganChase · 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 expJPMorganChase is a leading financial services firm, and they are seeking a Client Service Team Lead to enhance client engagement within the Wealth Management division. The role involves driving business initiatives, fostering a culture of client obsession, and empowering Private Client Investment Associates through training and workshops.
Asset ManagementBankingFinancial 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
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
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
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.
10001+ employees
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)
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2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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