Client Service Manager

Job Description :

Be part of the J.P. Morgan Asset & Wealth Management team.

As a Client Service Support Manager within the Wealth Management team, you will be tasked with offering support to client service teams, managers, and clients. Your role will involve working in a dynamic, team-oriented, and fast-paced environment alongside advisors, client service, product partners, and operations teams. Your goal will be to ensure a seamless and integrated approach across Private Banking products. Additionally, you will handle escalation and managerial responsibilities.

Job Responsibilities:

• Communicate guidance and direct CSSS to resources for delivering high quality, high touch service to US client service teams, managers and clients
• Manage team's daily work volumes and transactions accurately, within established deadlines, and in accordance with existing policies and procedures
• Meet with internal partners regularly to ensure service expectations are met
• Understand and comply with regulations, policies and procedures related to these products and services, and reinforce with their team the possible financial liabilities of the transactions associated with these products and services if they are not executed properly
• Research, follow-up and resolve escalated client issues and problems through effective interaction with key partners
• Provide direction surrounding HR matters, talent development, and disciplinary action. Participate in recruiting efforts and process enhancements to maintain staffing levels of CSSS teams
• Share in review of key daily, weekly and monthly metrics for CSSS teams
• Evaluate CSSS Team performance by using key metrics and performance measures to provide feedback via email, informal discussions, quarterly/semi-annual performance meetings and annual review process
• Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
• Drive the successful implementation, adherence, and maintenance of the firm's control's policies and procedures as well as protecting client assets against potential fraud activities
• Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions

Required qualifications, capabilities, and skills:

• Client/Stakeholder Management experience
• Amenable to work on shifting schedules
• People Management experience
• Coaching and Performance management experience

Preferred qualifications, capabilities, and skills:

• Work experience in Finance/Private Banking is preferred
• Project Management experience is preferred