Location: Houston,TX, USA
JobID: 210556382
Category: Client Service
JobSchedule: Full time
Posted Date: 2024-09-11T16:22:16+00:00
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If you have leadership and mentoring experience as well as delivering premier client service solutions, J.P. Morgan is the place for you!
As a Private Bank Client Service Manager within J.P. Morgan, you are responsible for all the activities of their team of approximately 10-20 Client Service Associates. Each Service Manager's team of Client Service Associates is regionally aligned to a banker(s) and their clients based upon the banker's geographic location. The Client Service Manager will forge excellent working relationships with the region's entire team of bankers, advisors, region heads, product partners and compliance teams.
Job Responsibilities
* Provide Client Service Associates with guidance and resources for delivering high quality, high touch tailored service to Private Banking clients and internal teams
* Manage team's daily work volumes and transactions accurately, within established deadlines, and in accordance with existing compliance policies and procedures
* Research, follow-up and resolve escalated client issues and problems through effective interaction with clients, bankers, product partners, branch/operations areas, and other partners in a timely and professional manner
* Participate in the continuing strategic development of the Client Service operating model and help validate proposed ideas/plans prior to implementation
* Evaluate staff performance and provide continuous feedback via informal discussions, quarterly/semi-annual performance meetings and the annual review process
Required qualifications, capabilities, and skills
* 5+ years of leadership experience
* FINRA Securities Industry Essentials, Series 7, Series 24 and Series 63 licenses required for the position; unlicensed candidates considered but required to obtain licenses within 180 days of start date
* Strong leadership and management abilities; must be able to think strategically
* Spanish and/or Portuguese language proficiency required
Preferred qualifications, capabilities, and skills
* College degree or equivalent preferred