JPMorgan Chase - New York, NY

posted 5 days ago

Full-time
New York, NY
Credit Intermediation and Related Activities

About the position

As a Client Service Manager within JP Morgan Asset Management, you will lead a team of account managers servicing the US Private Bank. This role involves building and managing client relationships, contributing to the strategic development of the Client Service operating model, and making a significant impact through effective leadership and management skills.

Responsibilities

  • Provide Client Service Associates with guidance and resources for delivering high quality, high touch tailored service to Private Banking clients and internal teams.
  • Manage team's daily work volumes and transactions accurately, within established deadlines, and in accordance with existing compliance policies and procedures.
  • Research, follow-up and resolve escalated client issues and problems through effective interaction with bankers, product partners, operations areas, and other partners in a timely and professional manner.
  • Participate in the continuing strategic development of the Client Service operating model and help validate proposed ideas/plans prior to implementation.
  • Evaluate staff performance and provide continuous feedback via informal discussions, quarterly/semi-annual performance meetings and the annual review process.

Requirements

  • Strong leadership and management abilities; must be able to think strategically.
  • Excellent verbal and written communication skills, including executive communication skills.
  • Minimum of 8 years' experience in Wealth Management in a client facing role with a background in Investor Relations/Client Services and a focus on Alternative Private Markets (Real Estate, Infrastructure, Private Equity, Growth Equity, etc).
  • Solutions driven, ability to effectively execute under pressure within a fast-paced environment; extremely adaptable to ever changing business demands and expectations; ability to multi-task and manage complex assignments.
  • Bachelor's degree required.

Nice-to-haves

  • FINRA series 7, 63 licenses preferred.
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