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J.p. Morgan Wealth Management - Client Service Team Lead - New York, Ny

Company

JPMorgan Chase Bank, N.A.

Address , New York, Ny
Employment type FULL_TIME
Salary $118,750 - $185,000 a year
Expires 2023-06-10
Posted at 1 year ago
Job Description
US Wealth Management (~$400B in AUS) offers a wide variety of investment products and services through J.P. Morgan's advisors across J.P. Morgan Wealth Management and J.P. Morgan Securities as well as Digital Wealth Management and self-directed platforms. It spans across ~4,000 Advisors that work out of 3,500 branches and 21 offices.
The business is highly dynamic given the rapid evolution of client behavior, presenting challenges in how we evolve to meet client needs as well as opportunities to serve our clients more efficiently and effectively. Reporting to the Client Service Manager , you will support the market and serve as a liaison between Advisors and Private Client Investment Associates, driving the execution of key strategies and tactics that focus on growth and a world class client experience. In this role, you will collaborate with key partners across the J.P. Morgan Wealth Management businesses and One Chase partnerships. This role requires flexibility, and the ability to work in an environment operating at a rapid pace.
Job responsibilities
  • You will partner with leadership in the coordination, implementation and messaging of key business initiatives to Private Client Investment Associates

  • Support Private Client Investment Associate performance and development through onboarding and training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise

  • Identify opportunities to develop and deliver best practices to meet and exceed our client expectations and creating a client obsession culture within the team

  • Provide field feedback to practice management on key initiatives

  • Review and approve time and attendance records for Private Client Investment Associates

  • Assist with resolution of various technology issues

  • Maintain and update Independent Advisor coverage report

  • Serve as liaison and manage relationships between Private Client Investment Associates, Advisors, and Market Directors - Wealth

  • Maintain and track revenue share agreements for Private Client Investment Associates

  • Strengthen relationships with internal business partners including One Chase partners and branch leadership

  • Focus on the employee experience, help define and drive an inclusive culture within the organization
Required qualifications, capabilities, and skills
  • 3-5 years proven experience leading teams and coaching in a client-focused environment

  • Series 7, 66, 9 & 10, Life and Health Insurance

  • Innovative thinker able to drive future engagement with clients to provide an exceptional experience

  • Creates a climate in which people want to do their best; motivated and empowers others by inviting input from each person and sharing ownership and visibility

  • Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with other One Chase partners i.e. Consumer Banking & Business Banking

  • Strong communication skills, highly professional, attention to detail and excellent follow-through

  • High degree of Wealth and / or investment product and technology acumen

  • Ability to travel 25% of the time

INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Chase 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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
New York,NY $118,750.00 - $185,000.00 / year