Job Description :
J.P. Morgan Asset& Wealth Management, with client assets of $2.5 trillion, is a global leader in investment and wealth management.
Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.
The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Chase Wealth Management Operations mission : To create a fun, engaging, empowered & inclusive team environment where we care about each other & every client we serve.
The CWM Service Center team : Our professionals work in a team based, call center environment assisting clients and prospects with investment account service requests and inquiries over the telephone.
We focus on delivering quality interactions through efficiency, serving a variety of unique types of accounts and client segments including You Invest, Chase Private Client, and the JPM Private Bank.
Operating hours : While our goal is to provide 24 / 7 service in the near future, our current target operating hours are Monday-Friday 7am-midnight EST, and Saturdays 9am-9pm.
The Client Service Leader will be a key member of the J.P. Morgan Securities Client Service Center team in our mission to create a great client experience and help individuals across all 50 U.
S states to save and invest wisely. The group works in a team environment to assist clients with service over the telephone and serves as experts on our online platform, such as Chase.
com. The Client Service Leader is responsible for providing exceptional leadership and effective supervision to staff within the JP Morgan Securities Client Service Center, overseeing a team of employees.
Job Responsibilities :
Creating an outstanding employee experience and a winning culture, resulting in a place where people are excited to come to work every day
Responsible for day to day employee activities including coaching, time keeping, performance management, recognition and conducting disciplinary action when needed
Recruiting and onboarding new team members, including certifying skill competency following training
Strategic and tactical scheduling and floor management to meet service levels
Speaking with clients and handling escalations
Identifying areas for process improvement and training needs by conducting call observations
Problem resolution, research, and complaint resolution
Effective supervision of Investment Servicing Specialists to comply with all internal policies and regulations
Safeguarding our clients, employees and business through disciplined execution of controls
Fostering and developing partnerships across the enterprise
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M / F / Disability / Veteran