Wealth Management Client Service Team Lead
Listed on 2026-10-18
-
Finance & Banking
Wealth Management -
Management
Wealth Management
J.P. Morgan Wealth Management in San Antonio, TX seeks a Client Service Team Lead to coordinate initiatives and support Private Client Investment Associates. You will drive onboarding and field workshops to boost performance and client service excellence.
Candidates should have 3-5 years leading teams, hold Series 7/66/9/10 licenses, and demonstrate cross-team collaboration. This role emphasizes client-focused leadership, effective communication, and a proactive, inclusive culture.
Are you ready to take on the Wealth Management Client Service Team Lead role at Testing Site - JPMC?
Step into the Wealth Management Client Service Team Lead role at Testing Site - JPMC in San Antonio, TX, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).