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JPMorgan JP Morgan Wealth Management - Client Service Leader Plano TX United States, Texas, Plano 121006809
22.07.2025
As a Client Service Leader within the J.P. Morgan Wealth Management Client Service Center team, you will play a pivotal role in our mission to deliver an exceptional client experience and guide team members in making wise investment decisions. Your responsibilities will include direct management of a team of Registered Representatives, where you will provide outstanding leadership and effective supervision. You will be part of a fun, engaging, empowered, and inclusive team environment where we value each other and every client we serve. Your leadership and supervision skills will be utilized in managing a team of Investment Professionals who focus on delivering quality interactions and serving a variety of unique account types and client segments, including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank. The team you manage is a part of a unique 2-year program, Financial Advisor Development Track (FADT), designed to help advance them from an Investment Professional to a Financial Advisor at the firm.
Job Responsibilities
Job Responsibilities
- Create an outstanding employee experience and a winning culture, resulting in a place where people are excited to come to work every day
- Manage day-to-day employee activities, including coaching, timekeeping, performance management, recognition, and conducting disciplinary action when needed
- Develop employees through effective coaching and career development conversations
- Recruit and onboard new team members
- Schedule strategically and manage the floor tactically to meet service levels
- Speak with clients and handle escalations
- Conduct call observations to review the quality of service provided
- Resolve problems, conduct research, and address complaints
- Supervise licensed staff effectively, ensuring adherence to registration and compliance tasks
- Foster and develop partnerships across the enterprise
- Maintain an effective risk and controls environment by exercising sound judgment to protect our firm and clients
Operating hours: Our current target operating hours are Monday – Friday, 7 a.m. – 8 p.m. CST and Saturday, 7 a.m. – 5 p.m. CST.
Required qualifications, capabilities, and skill
- FINRA Series 7, 66 or (or equivalent) required, and ability to hold registration in all 50 states and territories
- FINRA Series 9/10 (or equivalent), required or must obtain within 90 days of employment
- 3 + years of financial services or brokerage experience
- Strong business and investment acumen, and knowledge of investment products, Individual Retirement Accounts (IRAs), managed (wrap) accounts, and employee benefit programs required
- Experience with networking, partnering, and influencing leaders in various parts of the organization in order to move the business forward
- Effectively manage multiple priorities in a fast-paced environment; adaptive to change
- Ability to balance producing strong results with proper risk management, strong compliance record in previous position(s)
- Excellent communication skills, highly professional and experienced in creating and presenting information
Preferred qualifications, capabilities, and skills
- 1 or more years of leading people in the brokerage industry preferred
- Proven experience in a leadership capacity, ability to motivate and develop at an individual and team level
- Ability to embrace change and effectively guide employees through shifts in business needs or priorities
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