Client Service Manager - J.P. Morgan Advisors, New York @ JPMorgan Chase Bank, N.A. - New York, NY

Job Overview

5 days ago

Client Service Manager - J.P. Morgan Advisors, New York

JPMorgan Chase Bank, N.A. - New York, NY

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.

Required Skills
  • 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

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