Chase · 1 week ago
JPMorgan Private Client - Client Experience Specialist Manager
370 S Cleveland Ave, Westerville, OH, 43081, US
Full-time
Onsite
Senior Level
5+ years expChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. As a Client Experience Manager, you will lead a team of Specialists focused on providing exceptional service to affluent clients and collaborate with the Market Director to drive business results and team development.
BankingFinancial 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
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
2026-01-24
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