JPMorganChase · 4 hours ago
J. P. Morgan Wealth Management - Client Service Leader
Westerville, OH
Full-time
Onsite
Mid, Senior Level
3+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. As a Client Service Leader, you will manage a team of Registered Representatives to deliver exceptional client experiences and ensure compliance with investment services.
Asset ManagementBankingFinancial 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
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)
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)
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
Recent News
2026-01-16
2026-01-13
2026-01-08
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