U.S. Private Bank - Client Service Manager - Vice President

Location: Newark, DE, United States

Job Family: Client Service

About the Role

J.P. Morgan Private Bank is seeking a Client Service Manager - Vice President to lead a dynamic, client-focused team serving ultra-high net worth individuals and families in Newark, DE. In this pivotal role, you will oversee operations for a high-touch service environment, ensuring that every client interaction reflects J.P. Morgan's commitment to excellence in private banking. As a key leader within the U.S. Private Bank, you will drive team performance to deliver personalized financial solutions, from bespoke investment strategies to integrated wealth planning, all while navigating the complexities of the financial services industry. Your responsibilities will include managing a team of dedicated professionals, fostering a culture of collaboration and continuous improvement, and partnering closely with J.P. Morgan advisors to anticipate and exceed client expectations. You will leverage your deep expertise in ultra-high net worth client service to resolve sophisticated issues, enhance client loyalty, and identify growth opportunities within J.P. Morgan's comprehensive suite of services, including private equity, lending, and philanthropy advisory. Compliance and risk management will be central to your role, ensuring all activities align with J.P. Morgan's rigorous standards and regulatory requirements. This position offers the chance to contribute to one of the world's leading financial institutions, where innovation and client-centricity are at the core. Ideal candidates bring a passion for service excellence and a track record of leading teams in a competitive wealth management landscape. Join J.P. Morgan Private Bank and play a vital role in shaping the financial futures of our most valued clients.

Key Responsibilities

• Lead and mentor a team of client service professionals focused on ultra-high net worth clients at J.P. Morgan Private Bank
• Oversee daily client interactions, ensuring seamless service delivery and resolution of complex inquiries
• Collaborate with advisors to develop and implement tailored financial strategies for clients
• Monitor team performance, providing coaching to enhance service quality and compliance adherence
• Drive client retention and satisfaction through proactive relationship management
• Identify opportunities for cross-selling J.P. Morgan's wealth management and investment products
• Ensure all team activities comply with regulatory standards and internal J.P. Morgan policies
• Analyze client feedback and metrics to continuously improve service processes
• Coordinate with internal partners such as investment and lending teams to support holistic client solutions
• Contribute to the strategic planning for the Newark, DE client service operations

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 8-10 years of experience in client service within private banking or wealth management
• Proven leadership experience managing teams in a high-net-worth client environment
• Strong understanding of ultra-high net worth client needs and financial products
• Series 7 and Series 66 licenses or equivalent
• Excellent communication and interpersonal skills for client-facing roles
• Ability to thrive in a fast-paced, regulated financial services environment

Preferred Qualifications

• Advanced degree such as MBA or CFA certification
• Experience working with J.P. Morgan Private Bank or similar ultra-high net worth divisions
• Knowledge of Delaware-specific regulatory requirements
• Prior success in driving client satisfaction metrics in private banking
• Bilingual proficiency in English and another language relevant to client base

Required Skills

• Client relationship management
• Team leadership and motivation
• Financial product knowledge (investments, lending, estate planning)
• Regulatory compliance (SEC, FINRA)
• Problem-solving and decision-making
• Communication (verbal and written)
• Analytical thinking for client needs assessment
• Project management
• CRM software proficiency (e.g., Salesforce)
• Risk management in high-net-worth scenarios
• Emotional intelligence for client interactions
• Strategic planning
• Data analysis for performance metrics
• Negotiation skills
• Adaptability in dynamic market conditions

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance coverage
• 401(k) retirement savings plan with generous company match
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement
• Employee stock purchase plan and financial wellness resources
• Access to J.P. Morgan's global mobility and career advancement opportunities
• Wellness programs including gym memberships and mental health support

JP Morgan Chase is an equal opportunity employer.