JPMorganChase · 4 hours ago
JPMorgan Private Client - Client Experience Specialist Manager
Westerville, OH
Full-time
Onsite
Senior Level
5+ years expJPMorganChase is a leading financial services firm, and they are seeking a Client Experience Manager to lead a team of Specialists focused on providing exceptional service to affluent clients. The role involves coaching and developing the team, collaborating with the Market Director, and enhancing processes to improve client service.
Asset ManagementBankingFinancial Services
Responsibilities
Manage a team of Client Experience Specialists by providing oversight of day to day activities, ensuring the team’s adherence to operating policies and procedures, and legal and compliance regulations, while independently resolving escalations
Provide ongoing coaching and mentoring to team members, fostering their professional growth and development through feedback, goal-setting, and skill building opportunities
Work with your Market Director to manage team capability by aligning Client Experience Specialist team members to Sr. Private Client Bankers, and solicit feedback to identify development opportunities
Seek opportunities to enhance processes and create efficiencies to deliver service to clients and internal partners
Utilize product and process knowledge to coach team members and quickly resolve client escalations
Build a strong network of collaborative partnerships across the Firm
Execute on business strategy initiatives with partners and Market Directors, including developing and delivering executive and external reporting and other communications
Make informed business decisions using your independent judgement, skill set, and subject matter expertise, in combination with documented policies and procedures
Responsible for recruiting, interviewing and making hiring decisions for the team
Qualification
Required
A minimum of five years of financial services experience
Demonstrated experience delivering exceptional client service to an affluent client base
Demonstrated experience leading a team focused on cultivating relationships through delivering Deposit Banking, Home or Business lending needs
Preferred
A bachelor's degree
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
2026-01-23
2026-01-22
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