JP Morgan Chase & Co.

Team Lead, Customer Service VP – Asset and Wealth Management

JP Morgan Chase & Co. • $90K — $120K *
Tempe, AZ 85281In-Person
Finance & Insurance
Less than 5 years of experience
5 days ago
Job Overview by Ladders

Qualifications

  • 5-7 years of customer service experience, ideally in financial services
  • Security Licenses: SIE, 7, 63 or 66, 9, and 10
  • Proven leadership or supervisory experience
  • Strong interpersonal skills with a client-focused mindset
  • Technical proficiency in financial products and services
  • Ability to handle sensitive client situations with discretion

Responsibilities

  • Lead and mentor a team of Customer Service Analysts
  • Act as the primary escalation point for complex client issues
  • Monitor team performance and implement training programs
  • Promote a client-focused culture in communication
  • Collaborate with other departments to resolve issues effectively
  • Support initiatives for cross-selling and client referrals
  • Identify and implement improvements to enhance client experience

Benefits

  • Opportunity to develop leadership skills within a dynamic team
  • Collaborative work environment emphasizing professional growth
  • Access to ongoing training in customer service and financial products
  • Support for professional licensing and certifications
  • Involvement in strategic cross-functional initiatives
Full Job Description
JOB DESCRIPTION

Description:
As a Team Lead in Customer Service in our Asset and Wealth Management division, you will oversee a team of customer service professionals, ensuring the delivery of exceptional service to our clients. You will act as a primary escalation point, coach and mentor team members, and drive operational excellence. Your leadership will support both clients and your team in their financial journeys, fostering a collaborative and high-performing environment.

Job Responsibilities:

  • Lead, coach, and develop a team of Customer Service Analysts to deliver outstanding service to Wealth Management clients.
  • Serve as the primary escalation point for complex client queries and challenging conversations, including complaints.
  • Monitor team performance, provide feedback, and implement training to enhance customer service and product knowledge.
  • Foster a client-focused culture, ensuring all interactions via phone and email are handled professionally and efficiently.
  • Collaborate with other departments to resolve client issues and drive cross-functional solutions.
  • Support cross-selling and referral initiatives, guiding the team to connect clients with other JPMC lines of business for in-depth wealth discussions.
  • Adapt communication strategies to meet diverse customer needs and coach team members on best practices.
  • Identify, recommend, and implement improvements within the Customer Support function to enhance client experience and operational efficiency.
  • Maintain high standards of telephone and email etiquette across the team.

Required Qualifications, Capabilities, and Skills:

  • Proven experience in customer service, preferably within financial services, with demonstrated leadership or supervisory experience.
  • Security Licenses: SIE, 7, 63 or 66, 9, and 10
  • People management or leadership experience
  • Excellent client focus, interpersonal skills, and ability to motivate and develop a team.
  • Strong telephone and email etiquette, with a proactive mindset for continuous improvement.
  • High level of technical skill in relevant financial products and services.
  • Ability to exercise discretion, sound judgment, and manage sensitive client situations.

 

Preferred Qualifications, Capabilities, and Skills:

  • Proficient in Spanish, both verbal and written.
  • University degree in Economics, Finance, or equivalent work experience.
  • Empathetic problem solver with a passion for learning and coaching others.
  • Excellent communication skills and ability to manage multiple priorities.

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at JP Morgan Chase & Co.

More Finance & Insurance Jobs

Find similar Team Lead, Customer Service VP – Asset and Wealth Management jobs:

NationwideTempe, AZ