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JPMorgan JP Morgan Wealth Management - Client Service Leader Plano TX 
United States, Texas, Plano 
121006809

Today
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
  • 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.