Asset and Wealth Management - Invest Servicing Associate

JOB DESCRIPTION

Be part of our JP Morgan Wealth Management Team as an Invest Servicing Associate.

As a Invest Servicing Associate in Wealth Management Team, you will play a pivotal role in overseeing and managing a team of customer service representatives. Your primary responsibility will be to ensure that the team meets and exceeds performance targets while delivering exceptional customer service experiences. You will report directly to the Site Lead and collaborate closely with other leaders to maintain operational efficiency and effectiveness.

Job responsibilities:

• Creating an outstanding employee experience and a winning culture
• Responsible for day-to-day employee activities
• Recruiting and onboarding new team members
• Strategic and tactical scheduling and floor management to meet service levels
• Speaking with clients and handling escalations
• Identifying areas for process improvement
• Problem resolution, research, and complaint resolution
• Effective supervision of Investment Servicing Specialists to comply with all internal policies and regulations
• Safeguarding our clients, employees and business through disciplined execution of controls
• Fostering and developing partnerships across the enterprise

Required qualifications, capabilities, and skills:

• Financial services or brokerage experience required
• Strong business and investment acumen
• Experience in a digital service center environment and online/mobile brokerage platform preferred
• Proven experience in a leadership capacity, ability to motivate at an individual and team level, experience overseeing other managers preferred
• Excellent communication skills
• Demonstrated ability to network
• Ability to balance producing strong results
• Ability to manage multiple priorities in a fast-paced environment
• Extremely organized and detail oriented, demonstrated knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, Access, etc.)

ABOUT US

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.