JPMorgan Private Client - Client Experience Specialist Manager, Vice President
About The Position
J.P. Morgan Private Client is a line of business within Consumer & Community Banking, dedicated to helping affluent clients achieve their banking, lending, and investment goals. Operating in a highly dynamic environment shaped by evolving client behaviors, regulatory changes, and close partnerships with other Consumer & Community Banking businesses, our team is at the forefront of redefining service standards. As a Client Experience Manager within our Private Client business, you’ll lead a team of Specialists who are instrumental in helping our clients explore the full financial possibilities their wealth creates. You will coach and develop a high performing team that is able to act as an extension of our Sr. Private Client Banker team; provide concierge service to our clients, and assist with servicing needs. You will collaborate with the Market Director to coach and mentor Relationship Managers and Client Experience Specialists, fostering their development and driving business results.
Requirements
- A minimum of five years of financial services experience.
- Demonstrated experience delivering exceptional client service to an affluent client base.
- Demonstrated experience leading a team focused on cultivating relationships through delivering Deposit Banking, Home or Business lending needs.
Nice To Haves
- A bachelor’s degree
Responsibilities
- Manage a team of Client Experience Specialists by providing oversight of day to day activities, ensuring the team’s adherence to operating policies and procedures, and legal and compliance regulations, while independently resolving escalations.
- Provide ongoing coaching and mentoring to team members, fostering their professional growth and development through feedback, goal-setting, and skill building opportunities.
- Work with your Market Director to manage team capability by aligning Client Experience Specialist team members to Sr. Private Client Bankers, and solicit feedback to identify development opportunities.
- Seek opportunities to enhance processes and create efficiencies to deliver service to clients and internal partners.
- Utilize product and process knowledge to coach team members and quickly resolve client escalations.
- Build a strong network of collaborative partnerships across the Firm.
- Execute on business strategy initiatives with partners and Market Directors, including developing and delivering executive and external reporting and other communications.
- Make informed business decisions using your independent judgement, skill set, and subject matter expertise, in combination with documented policies and procedures.
- Responsible for recruiting, interviewing and making hiring decisions for the team.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
5,001-10,000 employees
