Jp Morgan Wealth Management- Client Service Leader jobs at Jpmorgan in United States, Tempe

As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for all service-related needs of a Private Banking client. Your role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products.

Job responsibilities

• Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
• Adhere to and maintain the firm’s controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
• Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
• Review and identify potential business opportunities for clients to engage in additional products and services

Required qualifications, capabilities, and skills

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook

Preferred qualifications, capabilities, and skills

• College degree or equivalent client service experience preferred
• Experience with a wide array of financial products preferred

As a Special Credits Officer - Vice President in Business Banking Risk, you will focus on risk-managing and maximizing the recovery of the bank’s credit exposure through early intervention in dealing with stressed/distressed borrowers or obligors. You will manage and service a problem credit portfolio of small business client relationships with an aggregate exposure greater than $500,000. You will play a key role in identifying credit issues early, allowing the bank to mitigate risk and help manage deteriorating exposure.

Job responsibilities

• Review existing collateral and loan documentation to identify errors, omissions, or other deficiencies, and remediate as needed and to the extent possible.
• Obtain current financial information and collateral valuation(s) in accordance with procedures, and evaluate client's financial strength / capacity and collateral to repay outstanding debt.
• Assess client and facility risk ratings in accordance with procedures.
• Determine stay / leave strategy for individual clients, and develop / implement a plan of action to protect and improve the bank's position in the credit.
• Negotiate satisfactory restructure of credit facilities and obtain additional collateral as appropriate.
• Monitor progress in accordance with approved strategy, and timely document systems to reflect current status.
• Initiate appropriate legal action when necessary to protect interests of the bank, including litigation and liquidation / foreclosure of collateral.
• Document all contact, agreements and discussions that transpire with the client, outside vendors and attorneys.
• Timely submission of loans to the Small Business Administration (SBA) for repurchase when the defaulted credit facility is enhanced with a SBA guarantee.

Required qualifications, capabilities, and skills

• 5+ years of commercial collections and workout loan experience
• Strong working knowledge of financial statement analysis, standard accounting practices, accounts receivable/borrowing base analysis, and collateral perfection
• Expert understanding of commercial real estate and accounts receivable / inventory lending.
• Strong functional and technical skills: Negotiation and influencing skills, written and verbal communication, decision quality, conflict management, interpersonal, and analytic / problem solving skills.
• Expert knowledge of credit philosophy, policies & procedures, loan documentation, SBA, collections litigation, federal bankruptcy laws, and state collection laws.
• Excellent verbal and written communication skills.
• Excels in high pressure situations and thrives in fast paced environments.

Step into the role of a Client Service Associate within our Commercial Bank and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards of JP Morgan Chase. With opportunities for career growth and community involvement, join our diverse and innovative global organization to make a meaningful impact in the ever-evolving world of commercial banking.

As a Client Service Associate within our Commercial Bank, you will play a pivotal role in managing relationships with our clients. Your role will involve resolving client requests and providing comprehensive support for our complex treasury and cash management products and services. With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Your role will require you to establish productive relationships with internal stakeholders, leveraging your ability to influence and persuade to drive mutually beneficial outcomes. You will also be expected to demonstrate your data and tech literacy, partnering with Technology and the Business to implement new technology that creates a competitive advantage.

Job Responsibilities

• Manage client relationships, addressing issues that arise with our treasury and cash management products and services, ensuring client satisfaction and retention.
• Apply innovative techniques to enhance the efficiency and resilience of our operating platform, contributing to the continuous improvement of our services.
• Establish and maintain productive relationships with internal stakeholders, to drive mutually beneficial outcomes and adjusting approach based on needs and circumstances.
• Leverage data and tech literacy to collaborate with Technology and Business teams, assisting in the implementation of new technology to create a competitive advantage.
• Participate in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties, ensuring project objectives are met.

Required qualifications, capabilities and skills

• Minimum of 2 years of experience or equivalent expertise in managing client relationships and/or internal stakeholders
• Demonstrated experience in applying innovative techniques for process improvement, with a focus on enhancing operational efficiency and resilience.
• Proven ability to establish and maintain productive relationships with internal stakeholders, with a track record of driving mutually beneficial outcomes.
• Experience in leveraging data and tech literacy to collaborate with Technology and Business teams, particularly in the implementation of new technology.
• Experience in managing projects, including planning, execution, and addressing concerns with sponsors and impacted parties.
• Advanced analytical and problem solving skills, with the ability to assess situations and develop effective solutions
• Strong written and verbal communication skills
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with a focus on reviewing Data, reports, and creating presentations to support client service activities

Preferred qualifications, capabilities and skills

• Mentor team members to enhance their skills and foster a collaborative service environment.
• Engage in strategic planning to align client services with organizational goals and client needs.
• Collaborate with cross-functional teams to ensure seamless client service operations
• Build and maintain strong client relationships to support long-term business success.
• Experience in managing projects, including planning, execution, and addressing concerns with sponsors and impacted parties
• Bachelor’s degree and/or equivalent work experience

Job responsibilities:

• Advise bankers on structuring, originating, servicing and documenting a variety of types of commercial real estate financing transactions, nationally;
• Advise the business on client related issues – including reputational, KYC and AML issues – and support other risk identification and mitigation matters (legal and other);
• Provide legal interpretations of regulations and state and federal laws, and guidance on their applicability to the CRE businesses;
• Participate in team projects on regulatory and other matters, as well as new products and services management;
• Prepare and update standard forms and procedures and manage external counsel relationships;
• Provide training for bankers and other functional partners; and
• Escalate issues within the legal department as appropriate and partner with risk, controls, compliance and other functions across JPMCB on risk and control, and other operational, matters.

Required qualifications, capabilities, and skills:

• Five years minimum of experience at a law firm and/or in-house legal department;
• Knowledge of the legal and regulatory requirements related to commercial real estate financing and servicing and related businesses with transferrable skills/knowledge;
• Ability to prioritize work in a fast-moving environment, manage a large number of issues at one time, and interact with senior and executive management;
• Ability to understand business needs and develop/leverage collaborative relationships with internal partners across the supported businesses, the broader legal department and external stakeholders;
• Ability to maintain a collaborative team culture;
• Excellent verbal and written communications skills; and
• Licensed to practice law and a member in good standing in NY, IL or TX, or otherwise in compliance with the in-house counsel registration rules in such state.

Preferred qualifications, capabilities, and skills:

• Eight (8) plus years of commercial real estate financing transactional experience;
• Demonstrated strategic problem solving and project management skills, judgment and character; and
• Participation in team initiatives and strategies that promote growth and continuous learning.

As the Public Relations & Communications Director within the Consumer & Community Banking Communications team you will report to the Head of Card & Connected Commerce Communications where you willlead a team of Connected Commerce external communicators and collaborate closely with the Card External Communications team and members of the Card & Connected Commerce Internal Communications team on 360-degree integrated marketing / communications campaigns. You will lead with expertise in building compelling stories, bringing to life impactful communications/PR campaigns, and engaging with media and influential voices. In addition you will l

Job responsibilities:

• Develop, present and execute strategic and tactical communications/public relations campaigns that lead business outcomes
• Serve as strategic communications counsel to Connected Commerce CEO and business team leaders and managers
• Collaborate with internal and external Chase marketing support teams (social, brand/advertising, video, content), business leaders and support agencies to tell a holistic story
• Oversee management of communications/PR agency on campaign execution and measurement
• Coordinate with internal communications team members to pull through meaningful storylines within Chase
• Protect and enhance the reputation of the firm – both externally and among employees

• Collaborate with talent and influencer management team for PR purposes

Required qualifications, capabilities, and skills:

• 12+ years of experience in a communications/PR or marketing role
• Proven experience in proactive and reactive media relations, and proactively executing public relations campaigns that resulted in positive press coverage and support business results
• Deep media relations expertise with strong relationships across business, finance and lifestyle media; experience with brands and industries that span consumer travel, travel trade, dining, shopping, experiential, lifestyle, media industry and digital payments; fluency across social media and other multi-media channels; experience with applying measurement tools to demonstrate success
• Experience leading teams and managing people; executive presence and presentation skills
• Executive communications experience – consulting directly with a senior executives, internal subject matter experts who serve as topical spokespeople; superior writing and editing skills; the ability to build meaningful narratives, storylines and tell a story visually
• Excellent relationship building and collaborative decision-making skills; the ability to inspire confidence from and to collaborate closely with teams, internal stakeholders / senior leaders
• Outstanding judgment and interpersonal skills, including partnering with executives, peers and other functional groups across the company and effectively managing and growing direct reports; negotiation and influencing skills
• Ability to manage several projects simultaneously and keep deliverables on track / flag potential delays
• High level of independence, energy and integrity, demonstrating respect for a diversity of opinions and styles, and taking accountability / accepting responsibility
• Must be able to demonstrate speed, flexibility and adaptability. We need a go-getter with the ability to deliver on tight deadlines – and sometimes outside traditional business hours.
• Some domestic and international travel required

Preferred qualifications, capabilities, and skills:

• Experience working with events and experiences, celebrity talent, creators and social media influencers
• Experience working in a large company
• Experience working at or leading work with a public relations agency
• Experience working on an integrated marketing team

As a Client Service Senior Manager within the Commercial Bank you will lead the business, own a portfolio of clients and manage a group of dynamic client service managers. As a strategic leader, you will drive change through innovation & transformation, execute the firm’s strategy and modernize the client experience.

Job Responsibilities

• Anticipate and manage work volumes, adhering to established policies and deadlines
• Collaborate with stakeholders to effectively resolve client issues / escalations
• Analyze and interpret client data to identify trends and develop department strategy
• Drive change initiatives, business strategy and technology enhancements programs
• Manage in dynamic, high-pressure environments and contribute to business resiliency planning
• Attract, develop and retain top talent. Coach and engage – to drive performance
• Evaluate team and individual performance to achieve business objectives. Nurture diverse and inclusive work culture
• Build and maintain a culture of trust, transparency and integrity
• Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success
• Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape
• Ensures teams proactively consult with clients using regular client relationship reviews, educating them on self-service tools and influencing adoption

Required Qualifications, Skills and Capabilities

• Comprehensive knowledge of Treasury Services and/or Custom Card products
• Data Analytics & Change Management experience – including presenting finding
• Ability to influence others without direct supervision
• Ability to provide quantifiable management reporting & present findings
• Project Management & Execution
• Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
• Strategic thinking with the ability to adapt to change
• Demonstrated team building skills and ability to work in a team environment
• 6+ years of client facing work experience
• Delivering Coaching and Feedback/People Management

Preferred Qualifications, skills and capabilities

• Previous Team Management Experience
• Bachelor of Science or Business Administration Degree and/or 6+ years equivalent work experience
• Google G suites / Microsoft Office adept

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

• Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
• Help the community through expansive volunteer opportunities
• Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees