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Wealth Management - Operations Team Manager, Associate

Req #: 180018926
Location: Columbus, OH, US
Job Category: Customer Service
Potential Referral Amount: 0 US Dollar (USD)
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
 
The Client Service Associate is the primary point of contact for all Securities Based Lending (SBL), service related needs of a Chase Private Client (CPC).  The Client Service Associate will be responsible to work in a team-oriented environment with advisors, clients, and operations teams to deliver a seamless and integrated approach across the CPC SBL product.  He/she will be responsible to assist with application requests, maintaining accounts and servicing client requests.  The ideal candidate will be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of client satisfaction.
 
ASC Operations Team Manager- Columbus  
 
This position will oversee a team of Service Center Associates to support the Chase Investment Service Center in Columbus for Chase Wealth Management. The position will require familiarity with all aspects related to brokerage operations, as well as Chase Investment products, services and sales objectives. Candidates must have experience and expertise on telephone technology and customer service techniques, preferably in Brokerage Operations. The candidate must work horizontally with our internal business partners to improve quality and productivity.  Candidate will also prepare and maintain special projects as directed. 
  • FINRA Series 9 & 10 license required
  • Requires leadership experience
  • Previous successful customer service or call center experience required, preferably in a Brokerage Customer Service environment
  • Knowledge of the JPMorgan Chase organizational structure and the ability to work across multiple LOBs
  • Demonstrated exceptional problem solving skills
  • Excellent communication and strong customer service focus 
  • Ability to communicate effectively with peers, support services, and other units
  • Strong computer skills - Microsoft Word/Excel
  • Technologically proficient with the ability to coordinate multiple projects
  • Effective written and oral communication with good analytical skills required.
  • Bachelor degree or equivalent; demonstrated experience in the related industry
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