J.P. Morgan Wealth Management- Vice President Advisor Concierge- Chicago, IL
About The Position
As an Advisor Concierge with J.P. Morgan Advisors, you will serve as the dedicated, single point of contact for advisors in a given location, making connections for the advisor across Product, Service or Technology. You will answer advisor questions directly as well as connect advisors to the appropriate specialists, if needed. You will provide white glove concierge service for advisors and will connect advisors to 4 dedicated product specialists based on their location: Investments, Banking, Lending and Wealth Planning & Advice (WP&A). You will also troubleshoot issues across technology, assisting advisors so they can focus on clients. To be successful in this role, you will need to understand advisor behavior and needs, be knowledgeable of the evolving product and service landscape, and capable of partnering with stakeholders across the organization to deliver exceptional advisor experience.
Requirements
- Bachelor’s Degree
- Minimum of 3 years in financial services industry with 3+ years of direct experience in Wealth Management
- Self-starter with ability to independently seek out areas of improvement
- Team-oriented with ability to interact effectively with individuals at varying levels of the organization with different responsibilities
- Exceptional verbal and written communication skills
- This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
Responsibilities
- Act as key single point of contact to advisors and respond to daily requests, questions, and suggestions for improving the JPMA Advisor experience
- Learn roles and product sets supported by various JPMA product specialists (Investments, Banking, Lending, Wealth Planning) in order to deliver accurate detail when responding to Advisor inquiries
- Collaborate with various specialists and stakeholders to deliver exceptional advisor experience
- Develop strong partnership with local branch leadership team
- Develop strong partnership with others in the Concierge role in JPMA branches with the goal of have an open communication channel for sharing best practices, learnings, and peer support network
- Understand key technology, branch operations, and account opening pain points
- Track advisor questions and suggestions, resolve and/or escalate individual issues as they arise, recognize patterns in inquires and training gaps, and help the business prioritize long-term, strategic solutions based on advisor feedback
Benefits
- comprehensive health care coverage
- on-site health and wellness centers
- a retirement savings plan
- backup childcare
- tuition reimbursement
- mental health support
- financial coaching
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What This Job Offers
Job Type
Full-time
Career Level
Manager
