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Client Service Brokerage Manager

Job in City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listing for: J.P. MORGAN
Full Time position
Listed on 2026-07-18
Job specializations:
  • Finance & Banking
    Risk Manager/Analyst, Financial Compliance, Regulatory Compliance Specialist
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Location: City of Edinburgh

JPMorgan Personal Investing, Europe's leading Digital Wealth Manager with over £10 billion Assets Under Management and 300,000+ global investors, operates with the agility of a start-up within a leading financial institution. We're on a mission to ethically disrupt the UK financial services market, empowering our customers to maximize their money through our innovative mobile banking app and dedicated customer support. As a J.P. Morgan company, we complement Chase's digital bank in the UK, focusing on customer‑centric offerings in investments and digital wealth management.

Job

responsibilities
  • Leadday-to-day team operations
    , including coaching, timekeeping, recognition, performance management, and disciplinary actions when needed.
  • Createan engaging, inclusive employee experience and a culture where people feel supported to do their best work.
  • Lead support for brokerage service inquiries across core topics such as corporate actions, security pricing and quotes, fees and charges, and trade economics.
  • Guidethe team on client inquiries related to tradable instruments and product eligibility, including equities, EFTs and mutual funds.
  • Handleclient escalations, complaints and complex service inquiries with professionalism and empathy through to resolution.
  • Conductcall observations and quality reviews to improve service delivery and client outcomes.
  • Developemployees through regular coaching and career development conversations.
  • Recruitandonboard new team members through structured interviewing and onboarding support.
  • Schedulestrategically and provide real-time floor support to meet service levels and operational needs.
  • Resolve issues through research, investigation, and follow-through with appropriate partners.
  • Drive process improvements and projects whilemaintaininga strong risk and controls environment. Buildandstrengthenpartnerships across the firm to improve client experience and operational performance.
Required qualifications, capabilities and skills
  • Demonstrated business and investment knowledge
    , including knowledge of investment products.
  • Extensive financial services experience with brokerage and self-directed investing exposure.
  • Proven ability topartner
    , network, and influencestakeholders to drive outcomes.
  • Strong capability tomotivate, coach, and develop employees at individual and team levels.
  • Ability to manage multiple priorities in a fast‑paced environment and adapt quickly to change.
  • Consistent risk mindset and strongcompliancerecord while delivering results with proper risk management.
  • Strongcommunicationskills with a highly professional presence, including presenting information clearly.
Preferred qualifications, capabilities and skills
  • Experience leadingquality assurance andcoachingprograms.
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