Job Description

Job Description

J.P. Morgan Wealth Management, with $1 trillion in assets and 5,800 advisors at nearly 5,000 locations, helps investors achieve long-term financial goals through Chase Wealth Management, J.P. Morgan Advisors, and a Self-Directed online platform, while promoting a fun, inclusive team environment. The Service Center Team supports Advisors, assistants, and Chase Branch bankers with investment account service requests, focusing on quality interactions across diverse client segments like Self-Directed Investing and Chase Private Client.

The J.P. Morgan Wealth Management Service Center Team: Our Investment Professionals work in a team based, call center environment assisting Advisors or their assistants, and Chase Branch bankers with investment account service requests and inquiries over the telephone. We focus on delivering quality interactions and serving a variety of unique types of accounts and client segments including Self-Directed Investing, Chase Private Client, and the JPM Private Bank

As the Client Service Leader within an engaging and inclusive team environment, you will provide exceptional leadership and effective supervision to a team of Registered Investment Professionals. Your team focuses on delivering quality interactions over the phone and serves a variety of unique account types and client segments, including Self-Directed Investing, Chase Private Client, and the JPM Private Bank. Additionally, your team assists internal employees of the firm, such as Advisors, their assistants, and Chase Branch bankers.

Job responsibilities

• Creating an outstanding employee experience and a winning culture, by providing clear direction and vision to the team, resulting in a place where people are excited to come to work everyday
• Manage day-to-day employee activities, including coaching, timekeeping, performance management, recognition, and conducting disciplinary action when needed
• Developing employees through effective coaching and career development conversations
• Ensuring team members adhere to standards and expectations, fostering accountability
• Onboarding new team members
• Schedule strategically and manage the floor tactically to meet service levels
• Conducting call observations to review quality of service provided
• Resolve problems, conduct research, and address complaints
• Supervise licensed staff effectively, ensuring adherence to registration and compliance tasks
• Building strong relationships with colleagues and partners across the enterprise, enhancing collaboration
• Maintaining an effective risk and controls environment by identifying and mitigating potential risks, and exercising sound judgment to protect our firm and clients

Required qualifications, capabilities, and skills

• 3 + years of financial services or brokerage experience
• Strong business and investment acumen, and knowledge of investment products, Individual Retirement Accounts (IRAs), managed (wrap) accounts, and employee benefit programs required
• FINRA Series 7, 63 (or equivalent) required, and ability to hold registration in all 50 states and territories
• FINRA Series 9/10 (or equivalent), required or must obtain within 90 days of employment 
• Experience with networking, partnering, and influencing leaders in various parts of the organization to move the business forward
• Effectively manage multiple priorities in a fast-paced environment; adaptive to change
• Ability to balance producing strong results with proper risk management, strong compliance record in previous position(s)
• Excellent communication skills, highly professional and experienced in creating and presenting information

Preferred qualifications, capabilities, and skills

• 1 or more years leading people in the brokerage industry preferred
• Proven experience in a leadership capacity, ability to motivate and drive performance at an individual and team level
• Ability to embrace change and maintain a coachable mindset to navigate business shifts
• Ability to utilizes data and insights to make informed decisions and drive performance

Operating hours: Our current target operating hours are Monday – Friday, 7 a.m. – 8 p.m. CT and Saturdays are 7am - 4:30 CST

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our  FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

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