J.P. Morgan Wealth Management - Client Service Team Lead - San Antonio, TX
About The Position
You will partner with leadership in the coordination, implementation and messaging of key business initiatives to Private Client Investment Associates · Support Private Client Investment Associate performance and development through onboarding and training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise · Identify opportunities to develop and deliver best practices to meet and exceed our client expectations and creating a client obsession culture within the team · Provide field feedback to practice management on key initiatives · Review and approve time and attendance records for Private Client Investment Associates · Assist with resolution of various technology issues · Maintain and update Independent Advisor coverage report · Serve as liaison and manage relationships between Private Client Investment Associates, Advisors, and Market Directors - Wealth · Maintain and track revenue share agreements for Private Client Investment Associates · Strengthen relationships with internal business partners including One Chase partners and branch leadership · Focus on the employee experience, help define and drive an inclusive culture within the organization
Requirements
- 3-5 years proven experience leading teams and coaching in a client-focused environment
- Series 7, 66, 9 & 10, Life and Health Insurance
- Innovative thinker able to drive future engagement with clients to provide an exceptional experience
- Creates a climate in which people want to do their best; motivated and empowers others by inviting input from each person and sharing ownership and visibility
- Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with other One Chase partners i.e. Consumer Banking & Business Banking
- Strong communication skills, highly professional, attention to detail and excellent follow-through
- High degree of Wealth and / or investment product and technology acumen
- Ability to travel 25% of the time
Responsibilities
- Partner with leadership in the coordination, implementation and messaging of key business initiatives to Private Client Investment Associates
- Support Private Client Investment Associate performance and development through onboarding and training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise
- Identify opportunities to develop and deliver best practices to meet and exceed our client expectations and creating a client obsession culture within the team
- Provide field feedback to practice management on key initiatives
- Review and approve time and attendance records for Private Client Investment Associates
- Assist with resolution of various technology issues
- Maintain and update Independent Advisor coverage report
- Serve as liaison and manage relationships between Private Client Investment Associates, Advisors, and Market Directors - Wealth
- Maintain and track revenue share agreements for Private Client Investment Associates
- Strengthen relationships with internal business partners including One Chase partners and branch leadership
- Focus on the employee experience, help define and drive an inclusive culture within the organization
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
