JPMorgan JP Morgan Wealth Management - Client Service Team Lead Plano TX 

United States, Texas, Plano 

640685881

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