Client Service Manager II

Location: Newark, DE, United States

Job Family: Client Service Delivery

About the Role

At JPMorgan Chase, we are a leading global financial services firm committed to helping clients achieve their financial goals through innovative banking, investment, and asset management solutions. As a Client Service Manager II in our Newark, DE office, you will play a pivotal role in delivering exceptional service to our valued clients, ensuring they receive personalized support for our wide array of products, from wealth management to commercial banking. This position within the Client Service Delivery category offers the opportunity to work in a dynamic environment where your expertise directly impacts client satisfaction and loyalty in the competitive financial services landscape. In this role, you will act as a trusted advisor, managing a portfolio of client relationships and addressing their needs with precision and professionalism. Responsibilities include resolving complex inquiries, coordinating with cross-functional teams to implement tailored financial strategies, and leveraging JPMorgan Chase's cutting-edge tools to monitor account performance. You will conduct in-depth client reviews, identify growth opportunities, and ensure all interactions comply with stringent regulatory requirements such as those from the SEC and FINRA, all while fostering long-term partnerships that drive business success. We seek individuals who thrive in a fast-paced setting and are passionate about the financial industry. Joining JPMorgan Chase means becoming part of a world-class team with access to unparalleled resources for professional growth. If you have a strong background in client service and a dedication to excellence, this role will allow you to contribute meaningfully to our mission of powering the progress of our clients and communities.

Key Responsibilities

• Serve as the primary point of contact for assigned clients, providing tailored support on JPMorgan Chase products and services
• Manage client inquiries, resolve issues, and ensure high levels of satisfaction to enhance client retention
• Collaborate with internal teams to deliver customized financial solutions, including investment advice and portfolio management
• Monitor client accounts for performance and compliance with regulatory standards
• Conduct regular client meetings and reviews to identify opportunities for upselling JPMorgan Chase offerings
• Analyze client feedback and market trends to recommend service improvements
• Ensure adherence to JPMorgan Chase's risk management and ethical guidelines
• Develop and maintain strong relationships with key stakeholders across the organization
• Prepare reports on client service metrics and contribute to team goals
• Stay updated on industry developments to provide proactive advice to clients

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 5 years of experience in client service or relationship management within the financial services industry
• Proven track record of managing client portfolios and resolving complex service issues
• Strong understanding of banking products, investment services, and regulatory compliance
• Excellent communication skills with the ability to interact with high-net-worth clients
• Proficiency in financial software and CRM systems
• Series 7 and Series 63 licenses or equivalent certifications

Preferred Qualifications

• Advanced degree (MBA) in Finance or related discipline
• Experience working at a major financial institution like JPMorgan Chase
• Familiarity with asset management and wealth advisory services
• Bilingual proficiency in English and another language to serve diverse client bases
• Prior leadership experience in client-facing teams

Required Skills

• Client relationship management
• Financial product knowledge
• Regulatory compliance expertise
• Problem-solving and issue resolution
• Strong verbal and written communication
• Analytical thinking for portfolio assessment
• CRM software proficiency (e.g., Salesforce)
• Risk assessment and management
• Team collaboration and leadership
• Time management and prioritization
• Attention to detail in financial reporting
• Adaptability to changing market conditions
• Customer service orientation
• Data analysis using Excel or similar tools
• Negotiation skills for client agreements

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at select locations
• Flexible work arrangements and hybrid options where applicable

JP Morgan Chase is an equal opportunity employer.