Chase · 10 hours ago
J. P. Morgan Wealth Management - Client Service Leader
370 S Cleveland Ave, Westerville, OH, 43081, US
Full-time
Onsite
Mid, Senior Level
3+ years expChase is a leading financial institution that offers innovative financial solutions. The Client Service Leader will manage a team of Registered Representatives, ensuring exceptional client experiences and effective team supervision.
BankingFinancial Services
Responsibilities
Create an outstanding employee experience and a winning culture, resulting in a place where people are excited to come to work every day
Manage day-to-day employee activities, including coaching, timekeeping, performance management, recognition, and conducting disciplinary action when needed
Develop employees through effective coaching and career development conversations
Recruit and onboard new team members
Schedule strategically and manage the floor tactically to meet service levels
Speak with clients and handle escalations
Conduct call observations to review the quality of service provided
Resolve problems, conduct research, and address complaints
Supervise licensed staff effectively, ensuring adherence to registration and compliance tasks
Foster and develop partnerships across the enterprise
Maintain an effective risk and controls environment by exercising sound judgment to protect our 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
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
Hours of operation are Monday to Friday 8am – 9pm EST and Saturday 9am – 5pm EST
Preferred
FINRA Series 9/10 (or equivalent), required or must obtain within 90 days of employment
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
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
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
2026-01-13
2026-01-11
Financial IT
2026-01-09
Company data provided by crunchbase