JPMorgan US Private Bank- Client Service Manager- Vice President 

United States, Texas, Houston 

797171765

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