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

JPMorgan Chase & Co. • Portland, OR

5d

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 personalized service alongside the global resources of a major financial firm. The Client Service Group Manager manages branch sales support and administrative staff and leads training and process-improvement initiatives that support office growth. The position is part of the branch management team and reports to both 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 the ability to obtain them successfully 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 financial services branch administrator.
• 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 interact 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 in a deadline-driven, fast-paced environment.
• High attention to detail, good analytical skills, and a collaborative team-player approach.

Responsibilities

• Support and drive firm and branch strategic initiatives in partnership with the Regional Director.
• Manage and lead branch sales support staff, including at satellite branches without administrative management.
• Recruit, select, onboard, and train administrative and sales support staff.
• Supervise and coordinate staff assignments; assess problem areas and determine potential reassignments and training needs.
• Educate employees on administrative policies, procedures, and firm best practices.
• Conduct performance reviews and exercise discretion regarding compensation, promotions, disciplinary actions, and terminations in accordance with firm policy.
• Partner with business-line functional groups on process improvement and day-to-day problem solving.
• Manage human resources, benefits issues, attendance, and vacation for the staff.
• Escalate supervisory and management issues to the Regional Director and Supervisory Manager as needed.
• Partner with the Regional Director and New York management to address management or staffing issues.

Benefits

• Competitive total rewards package; eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching. Additional benefits and programs are available based on eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager