J.P. Morgan Wealth Management - Client Service Leader - Tempe, AZ at JPMorgan Chase Tempe, AZ

J.P. Morgan Wealth Management Client Service Leader in Tempe, AZ. Leads a team of Investment Professionals in a call‑center environment, delivering quality interaction for Self‑Directed Investing, Chase Private Client, and JP Morgan Private Bank accounts. Provides coaching, performance management, and client escalation handling while fostering a culture of excellence.

• Create an outstanding employee experience and a winning culture, resulting in a place where people are excited to come to work every day
• Manage day‑to‑day employee activities, including coaching, timekeeping, performance management, recognition, and conducting disciplinary action when needed
• Develop employees through effective coaching and career development conversations
• Recruit and onboard new team members
• Schedule strategically and manage the floor tactically to meet service levels
• Speak with clients and handle escalations
• Conduct call observations to review the quality of service provided
• Resolve problems, conduct research, and address complaints
• Supervise licensed staff effectively, ensuring adherence to registration and compliance tasks
• Foster and develop partnerships across the enterprise
• Maintain an effective risk and controls environment by exercising sound judgment to protect our firm and clients

• 3+ years of financial services or brokerage experience
• Strong business and investment acumen, and knowledge of investment products, Individual Retirement Accounts (IRAs), managed (wrap) accounts, and employee benefit programs
• FINRA Series7,63 (or equivalent) required, and ability to hold registration in all 50 states and territories
• FINRA Series9/10 (or equivalent), required or must obtain within 90 days of employment
• Experience with networking, partnering, and influencing leaders in various parts of the organization in order to move the business forward
• Effectively manage multiple priorities in a fast‑paced environment; adaptive to change
• Ability to balance producing strong results with proper risk management, strong compliance record in previous position(s)
• Excellent communication skills, highly professional and experienced in creating and presenting information

• 1 or more years of leading people in the brokerage industry
• Proven experience in a leadership capacity, ability to motivate and develop at an individual and team level
• Ability to embrace change and effectively guide employees through shifts in business needs or priorities

Operating hours:
Monday–Friday, 12:30pm–9:00pm Eastern.

Compensation and benefits:
Base salary determined by role and experience; commission-based pay and/or discretionary incentive compensation may be earned; medical, dental, and vision coverage; retirement savings plan; backup childcare; tuition reimbursement; mental health support; financial coaching.

Equal Opportunity Employer. We do not discriminate on the basis of any protected attribute, and we make reasonable accommodations for applicants’ and employees’ religious practices and other needs. Visit our FAQs for more information about requesting an accommodation.