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JPMorgan US Private Bank- Senior Client Service Manager- Executive Director 
United States, Texas, Houston 
554707926

13.07.2024

As a Senior Client Service Manager you will be responsible for leading teams focused on providing top tier service to Single Coverage clients in the Southern and Southeastern United States. You will work directly with members of the regional senior leadership team and market managers to ensure that the service practice is aligned with U.S. priorities and strategy. You will also be responsible for day-to-day management, training, coaching and career development of service and associated practice support teams across the regions with a team size of approximately 30-50 full time employees.

Job responsibilities

  • Work in conjunction with the senior leadership team and market managers to execute the Client Service strategy for the Single Coverage segment in your region(s), ensuring that the client experience is high quality, high touch and increasingly focused on building scale and efficiency for the business
  • Coordination of supporting the business and service growth agenda, ensuring that Service Managers and Client Service Associates are actively engaged with their markets and actively focused on proactive client engagement opportunities (including digital, fraud, and Bank With Us)
  • Oversee the strategy and approach to managing daily work volumes and transactions, focusing on accuracy, timeliness and compliance with regulatory requirements and internal controls; transaction approval at specific escalation thresholds
  • Focus on continuous improvement by identifying process, procedure and technology gaps and opportunities
  • Ensure that robust metrics and reporting are available to measure service quality and the strength of our control environment; hold all members of the practice accountable for reaching established measurement objectives
  • Partner with Business Risk Management and Compliance to establish and maintain a robust control environment
  • Oversee project portfolio for projects impacting region where Service is a sponsor or stakeholder

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