US Private Bank- Client Service Manager - JPMorgan Chase
Chicago, IL
About the Job
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 Client Service Manager within the Private Bank Client Service Group you will be leading a dynamic team of 10-20 Client Service Associates. Your team will be regionally aligned to a group of bankers and their clients, based on the banker's geographic location. In this role, you will have the opportunity to forge excellent working relationships with a diverse team of bankers, advisors, region heads, product partners, and compliance teams, enhancing your network and developing your leadership skills.
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
+ Extensive experience managing a service function or equivalent financial services experience at a senior leadership level
+ Expert level comprehension of Private Bank's suite of products and services as each applies to specific market and region business segments
+ Understand the strategic impact of the regulations, policies and procedures related to these products and services, and how to integrate changes into existing infrastructure
+ Strong interpersonal skills; ability to quickly build strong relationships with other senior managers, members of the integrated team and other internal partners
+ Disciplined approach to managing metrics and reporting
+ Strong comprehension of how data and information flow through the firm's systems and an in-depth understanding of operation roles and inter-dependencies
+ Series 7, Series 63, and Series 24 required upon hire
Preferred qualifications, capabilities, and skills
+ 4 year college degree
+ Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
+ 8+ years of experience in a similar role
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
As a Client Service Manager within the Private Bank Client Service Group you will be leading a dynamic team of 10-20 Client Service Associates. Your team will be regionally aligned to a group of bankers and their clients, based on the banker's geographic location. In this role, you will have the opportunity to forge excellent working relationships with a diverse team of bankers, advisors, region heads, product partners, and compliance teams, enhancing your network and developing your leadership skills.
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
+ Extensive experience managing a service function or equivalent financial services experience at a senior leadership level
+ Expert level comprehension of Private Bank's suite of products and services as each applies to specific market and region business segments
+ Understand the strategic impact of the regulations, policies and procedures related to these products and services, and how to integrate changes into existing infrastructure
+ Strong interpersonal skills; ability to quickly build strong relationships with other senior managers, members of the integrated team and other internal partners
+ Disciplined approach to managing metrics and reporting
+ Strong comprehension of how data and information flow through the firm's systems and an in-depth understanding of operation roles and inter-dependencies
+ Series 7, Series 63, and Series 24 required upon hire
Preferred qualifications, capabilities, and skills
+ 4 year college degree
+ Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
+ 8+ years of experience in a similar role
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
Source : JPMorgan Chase
