J.P. Morgan Advisors - Client Service Manager - Portland, OR

JPMorganChase•Portland, OR

About The Position

J.P. Morgan Advisors, the ultra-high-net-worth division of J.P. Morgan Wealth Management, provides U.S.-based clients and their advisors with personalized service and the global resources of a major financial firm. The Client Service Manager manages the branch’s sales support and administrative staff and oversees training and process-improvement initiatives that support office growth. The position is part of the branch management team and reports jointly to the Head of the Client Service Group and the local Regional Director.

Requirements

FINRA SIE, Series 7, 66, 9, and 10 licenses upon hire, or successfully obtain them within 180 days of the start date.
Degree in Business, Finance, or another related business discipline.
At least 3 years of financial services management experience.
Experience in training or as a branch administrator in financial services.
Understanding of the wealth management business, sales force, and investment products.
Knowledge and understanding of KYC and regulatory requirements.
Project management, problem-solving, and time-management skills.
Experience facilitating classroom and virtual training sessions.
Strong working knowledge of PowerPoint, Word, and Excel.

Nice To Haves

Exceptional interpersonal skills and ability to maintain close working relationships with sales and senior management.
Ability to interface with people at different organizational levels and in various locations.
Excellent verbal and written communication skills.
Ability to multitask and work well under pressure.
Experience meeting deadlines and exceeding expectations.
Ability to perform well in a deadline-driven, fast-paced environment.
High attention to detail and good analytical skills.
Team-player mindset.

Responsibilities

Support and drive strategic firm and branch initiatives in partnership with the Regional Director.
Manage and lead branch sales support staff, including satellite-branch staff where there is no administrative manager.
Recruit, select, onboard, and train administrative and sales support staff.
Supervise and coordinate staff assignments, identify problem areas, and determine whether reassignment or training is needed.
Educate employees on administrative policies, procedures, and firm best practices.
Conduct performance reviews and exercise discretion on compensation, promotions, disciplinary actions, and terminations in accordance with firm policy.
Partner with functional groups across the line of business on process improvement and day-to-day problem solving.
Manage human resources, benefits, attendance, and vacation matters.
Escalate supervisory and management issues to the Regional Director and Supervisory Manager when necessary.
Partner with the Regional Director and New York management to address management or staffing issues.