Be part of our JP Morgan Wealth Management Team as an Invest Servicing Associate.
As a Invest Servicing Associate in Wealth Management Team, you will play a pivotal role in
Job responsibilities:
- Creating an outstanding employee experience and a winning culture
- Responsible for day-to-day employee activities
- Recruiting and onboarding new team members
- Strategic and tactical scheduling and floor management to meet service levels
- Speaking with clients and handling escalations
- Identifying areas for process improvement
- Problem resolution, research, and complaint resolution
- Effective supervision of Investment Servicing Specialists to comply with all internal policies and regulations
- Safeguarding our clients, employees and business through disciplined execution of controls
- Fostering and developing partnerships across the enterprise
Required qualifications, capabilities, and skills:
- Financial services or brokerage experience required
- Strong business and investment acumen
- Experience in a digital service center environment and online/mobile brokerage platform preferred
- Proven experience in a leadership capacity, ability to motivate at an individual and team level, experience overseeing other managers preferred
- Excellent communication skills
- Demonstrated ability to network
- Ability to balance producing strong results
- Ability to manage multiple priorities in a fast-paced environment
- Extremely organized and detail oriented, demonstrated knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, Access, etc.)