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JPMorgan US Private Bank- Client Service Manager 
United States, Illinois, Chicago 
68779903

21.09.2024

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