US Private Bank- Senior Client Service Manager- Executive Director

1 month ago

Houston, United States JPMorganChase Full time

Job Description
If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you
As a Senior Client Service Manager within the Private Bank Client Service Group you will be at the forefront of delivering premier client service. You will lead teams focused on providing top-tier service to Single Coverage clients in the Southern and Southeastern United States. You will work directly with members of the regional senior leadership team and market managers to ensure that the service practice aligns with U.S. priorities and strategy. Your role will also involve day-to-day management, training, coaching, and career development of service and associated practice support teams across the regions. This is a fantastic opportunity to make a significant impact on our client experience and business efficiency.
Job responsibilities

  • Work in conjunction with the senior leadership team and market managers to execute the Client Service strategy for the Single Coverage segment in your region(s), ensuring that the client experience is high quality, high touch and increasingly focused on building scale and efficiency for the business
  • Coordinate supporting the business and service growth agenda, ensuring that Service Managers and Client Service Associates are actively engaged with their markets and actively focused on proactive client engagement opportunities (including digital, fraud, and Bank With Us)
  • Oversee the strategy and approach to managing daily work volumes and transactions, focusing on accuracy, timeliness and compliance with regulatory requirements and internal controls; transaction approval at specific escalation thresholds
  • Focus on continuous improvement by identifying process, procedure and technology gaps and opportunities
  • Ensure that robust metrics and reporting are available to measure service quality and the strength of our control environment; hold all members of the practice accountable for reaching established measurement objectives
  • Partner with Business Risk Management and Compliance to establish and maintain a robust control environment
  • Oversee project portfolio for projects impacting region where Service is a sponsor or stakeholder


Required qualifications, capabilities, and skills

  • Extensive experience managing a service function or equivalent financial services experience at a senior leadership level
  • Expert level comprehension of Private Bank's suite of products and services as each applies to specific market and region business segments
  • Understand the strategic impact of the regulations, policies and procedures related to these products and services, and how to integrate changes into existing infrastructure
  • Strong interpersonal skills; ability to quickly build strong relationships with other senior managers, members of the integrated team and other internal partners
  • Disciplined approach to managing metrics and reporting
  • Strong comprehension of how data and information flow through the firm's systems and an in-depth understanding of operation roles and inter-dependencies
  • Series 7, Series 63, and Series 24 required upon hire


Preferred qualifications, capabilities, and skills

  • 4 year college degree
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook


About Us
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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. Additional details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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