J.P. Morgan Wealth Management - Client Service Leader - Plano, TX

Location: Plano, TX, United States

Job Family: Client Service

About the Role

At J.P. Morgan Wealth Management, we are dedicated to helping clients achieve their financial goals through personalized advice and innovative solutions. As a Client Service Leader in our Plano, TX office, you will play a pivotal role in leading a dynamic team of Registered Representatives to deliver outstanding client experiences. This position requires a strategic leader who can balance operational excellence with a deep commitment to client satisfaction, ensuring that every interaction reflects J.P. Morgan's high standards of integrity and professionalism in the competitive financial services landscape. Your primary focus will be on managing day-to-day team operations, including performance oversight, training, and fostering a collaborative environment that drives results. You will handle complex client escalations, implement service enhancements, and ensure compliance with FINRA, SEC, and J.P. Morgan-specific regulations. By leveraging your expertise in wealth management processes, you will identify opportunities to streamline workflows and elevate service quality, contributing to the overall success of our Wealth Management division in the Plano market. This role offers the chance to grow within one of the world's leading financial institutions, where your leadership will directly impact client loyalty and team development. If you thrive in a client-focused setting and have a passion for financial services, join J.P. Morgan to lead transformative client service initiatives.

Key Responsibilities

• Directly manage a team of Registered Representatives, providing coaching, performance evaluations, and professional development opportunities
• Oversee client service operations to ensure timely and accurate resolution of inquiries, account maintenance, and transaction processing
• Foster a client-centric culture by promoting exceptional service standards aligned with J.P. Morgan Wealth Management's commitment to integrity and excellence
• Collaborate with cross-functional teams, including advisors and compliance officers, to enhance client experiences and mitigate risks
• Monitor team performance metrics, such as client satisfaction scores and service level agreements, to drive continuous improvement
• Ensure adherence to all regulatory and internal compliance standards, conducting regular audits and training sessions
• Identify opportunities for process optimization and implement strategies to improve efficiency in client service delivery
• Represent J.P. Morgan in client escalations, resolving complex issues while maintaining the firm's reputation for reliability
• Contribute to the development of client service policies and procedures specific to the Plano, TX market

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Active Series 7 and Series 66 securities licenses (or equivalent FINRA registrations)
• Minimum of 7 years of experience in wealth management or financial services client service roles
• Proven track record of leading teams in a high-volume client-facing environment
• Strong understanding of regulatory requirements in the financial services industry, including SEC and FINRA guidelines
• Experience managing Registered Representatives and ensuring compliance with J.P. Morgan policies

Preferred Qualifications

• Advanced degree (MBA) or certifications such as CFP or CFA
• Prior leadership experience within J.P. Morgan Chase or a similar large financial institution
• Demonstrated success in driving client satisfaction metrics and team performance in wealth management
• Familiarity with J.P. Morgan's proprietary wealth management platforms and tools

Required Skills

• Leadership and team management
• Client relationship building
• Financial product knowledge (investments, retirement planning)
• Regulatory compliance expertise
• Problem-solving and conflict resolution
• Communication (verbal and written)
• Data analysis and reporting
• Project management
• CRM software proficiency (e.g., Salesforce)
• Risk assessment and mitigation
• Coaching and mentoring
• Time management and prioritization
• Adaptability in fast-paced environments
• Attention to detail
• Strategic thinking for service improvements

Benefits

• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching
• Annual performance-based bonuses and incentive compensation
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's leadership training
• 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.