JPMorgan Chase Client Service Manager - J.P. Morgan Advisors, Los Angeles, CA in Los Angeles, California
J.P. Morgan Advisors: At JPMorgan Advisors (JPMA), we have been helping high net worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Financial Advisors throughout the United States, JPMA offers clients a broad suite of transactional, wealth management and investment advisory services. Our Financial Advisors are among the most experienced and creative in the industry. We excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients.
The Client Service Manager will be responsible for the management of the sales support staff and administrative staff for the branch as well as for managing a wide array of training and process improvement initiatives to support the growth of the J.P. Morgan Advisors office. This position will dually report to the Head of the Client Service Group and the local Regional Director and is part of the branch management team.
Support and drive strategic firm and branch initiatives by partnering closely with the Regional Director.
Responsible for the management and leadership of the sales support staff in the branch and satellite branch where no administrative management is present.
Recruit, select, onboard, train administrative and sales support staff
Conduct performance reviews and make personnel decisions such as compensation, promotions disciplinary actions and terminations of all administrative and sales support staff in accordance with firm policy
Supervise and coordinate assignments for the sales support staff and evaluate problem areas to determine potential reassignments and trainings.
Partner with functional groups across the line of business on process improvement and day to day problem solving.
Supervise and manage human resources, benefits issues, attendance, and vacation.
Educate all employees on administrative policies and procedures as well as Firm's best practices
Escalate supervisory and management issues to the Regional Director and Supervisory Manager when necessary.
Partner with Regional Director and New York Management to address any management or staffing issues.
Degree in Business, Finance or other related business discipline
3- 5 years Financial services management experience
Licenses 7, 66, 9, & 10 preferred, successful completion will be required shortly after employment begins
Experience in the training field or branch administrator, preferably financial services
Understanding of wealth management business, sales force and investment products.
Exceptional interpersonal skills with the ability to maintain close working relationship with sales and senior management team
Project management, problem-solving and time management skills
Excellent verbal and written communication skills
Ability to multi-task and work well under pressure
Ability to perform well in a deadline-driven, fast-paced environment
Experience with facilitating training sessions (both classroom and virtual)
Knowledge and understanding of KYC and Regulatory requirements
High attention to detail
Must be a team player
Good analytical skills
Prior experience in meeting deadlines and exceeding expectations
Ability to interface with people at different levels within the organization and various locations
Strong working knowledge of PowerPoint, Word, Excel
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans