JPMorgan Private Client - Client Experience Specialist Manager

JPMorgan Chase & Co.San Francisco, CA
83d

About The Position

Are you ready to lead a team towards redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Manager and take charge of a group of Specialists dedicated to delivering unparalleled service. As the Client Experience Manager within JPMorgan Private Client, you’ll direct a team of Specialists who are instrumental in helping our clients explore the full financial possibilities their wealth creates. You will coach and develop a high performing team that is able to act as an extension of our Relationship Manager team, provide exceptional service to our clients, and assist with servicing needs.

Requirements

  • Five or more years of financial services experience.
  • Demonstrated experience delivering exceptional client service to an affluent client base.

Nice To Haves

  • A bachelor’s degree
  • Two years’ experience leading a team focused on cultivating relationships through delivering Deposit Banking, Home or Business lending needs.

Responsibilities

  • Manage a team of Client Experience Specialists by providing oversight of day to day activities, ensuring the team’s adherence to operating policies and procedures, and legal and compliance regulations, while independently resolving escalations.
  • Provide ongoing coaching and mentoring to team members, fostering their professional growth and development through feedback, goal-setting, and skill building opportunities.
  • Work with your Regional Managing Director to manage team capability by aligning Client Experience Specialist team members to Relationship Manager, and solicit feedback to identify development opportunities.
  • Utilize product and process knowledge to coach team members and quickly resolve client escalations.
  • Build a strong network of collaborative partnership across the Firm.
  • Execute on business initiatives by creating and including developing and delivering executive and external reporting and other communications.
  • Make informed business decisions using your independent judgement, skill set, and subject matter expertise, in combination with documented policies and procedures.
  • Responsible for recruiting, interviewing and making hiring decisions for the team.

Benefits

  • We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
  • Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
  • We also offer a range of benefits and programs to meet employee needs, based on eligibility.
  • These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
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