Wealth Management Client Operations , Associate
JPMorgan Chase & Co
Taguig City, 00, PH
3d ago

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

Qualifications :

  • 10 years or more of financial services or brokerage experience required
  • Strong business and investment acumen-knowledge of capital markets, securities, mutual funds, IRAs, managed accounts, and annuities / insurance required
  • Experience in a call center environment and online / mobile brokerage platform preferred
  • Proven experience in a leadership capacity, ability to motivate at an individual and team level, experience overseeing other managers preferred
  • Excellent communication skills, highly professional and experienced in creating and presenting information to large audiences at various levels of the organization
  • Demonstrated ability to network, partner and influence leaders in various parts of the organization in order to move the business forward
  • Ability to balance producing strong results with proper risk management, strong compliance record in previous position(s)
  • Ability to manage multiple priorities in a fast paced environment; adaptive to change
  • Extremely organized and detail oriented, demonstrated knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, Access, etc.)
  • Call center experience preferred
  • Bachelor’s or Master’s degree preferred
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