US Private Bank- Client Service Manager- Vice President
Aumni
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See open jobs at Aumni.See open jobs similar to "US Private Bank- Client Service Manager- Vice President" NEXT Frontier Capital.Job Description
If you have leadership and mentoring experience as well as delivering premier client service solutions, J.P. Morgan is the place for you!
As a Client Service Manager you will be leading a dynamic team of 10-20 Client Service Associates. Your team will be regionally aligned to a group of bankers and their clients, based on the banker's geographic location. In this role, you will have the opportunity to forge excellent working relationships with a diverse team of bankers, advisors, region heads, product partners, and compliance teams, enhancing your network and developing your leadership skills.
Job 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 clients, bankers, product partners, branch/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
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
- 8+ years of experience in a similar role
This job is no longer accepting applications
See open jobs at Aumni.See open jobs similar to "US Private Bank- Client Service Manager- Vice President" NEXT Frontier Capital.