As a Private Bank Client Service Manager within JP Morgan, you are responsible for all the activities of your team. Your team of Client Service Associates is regionally aligned to a banker(s) and their clients based upon the banker's geographic location. The Client Service Manager will forge excellent working relationships with the region's entire team of bankers, advisors, region heads, product partners and compliance teams.

Job Responsibilities

• Provide Client Service Associates with guidance and resources for delivering high quality, high touch tailored service to Private Banking clients and internal teams
• Manage team's daily work volumes and transactions accurately, within established deadlines, and in accordance with existing compliance policies and procedures
• Research, follow-up and resolve escalated client issues and problems through effective interaction with clients, bankers, product partners, branch/operations areas, and other partners in a timely and professional manner
• Participate in the continuing strategic development of the Client Service operating model and help validate proposed ideas/plans prior to implementation
• Evaluate staff performance and provide continuous feedback via informal discussions, quarterly/semi-annual performance meetings and the annual review process

Required qualifications, capabilities, and skills

• University degree, preferably in finance, law or business related subject (or equivalent)
• 5+ years of leadership experience
• Strong leadership and management abilities; must be able to think strategically
• Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
• Fluent English and Spanish
• Strong organizational and time management skills
• Excellent communication skills, both written and verbal, organization, and time management
• Proficiency in Microsoft Office and AI applications
• Proactive ownership of assigned tasks