Private Client Experience Manager - San Francisco

Come join JPMorgan Private Client as an Client Experience Manager and Manage a team of Specialists focused on providing our affluent client segment with an exceptional experience.

As the Client Experience Manager you'll direct a team of Specialist who are instrumental in helping our clients explore the full financial possibilities their wealth creates.

You'll will coach and develop a high performing team that is able to act as an extension of our Relationship Manager team, provide concierge service to our clients, and assist with servicing needs.

Job Responsibilities


* Manage a team of Client Experience Specialists by providing oversight of day to day activities, ensuring the team's adherence to operating policies and procedures, and legal and compliance regulations, while independently resolving escalations.


* Provide ongoing coaching and mentoring to team members, fostering their professional growth and development through feedback, goal-setting, and skill building opportunities.


* Work with your Market Director to manage team capability by aligning CES team members to Relationship Manager, and solicit feedback to identify development opportunities.


* Seek opportunities to enhance processes and create efficiencies to deliver service to clients and internal partner.


* Utilize product and process knowledge to coach team members and quickly resolve client escalations.


* Build a strong network of collaborative partnerships across the Firm.


* Execute on business strategy initiatives with partners and Market Directors including developing and delivering executive and external reporting and other communications.


* Make informed business decisions using your independent judgement, skill set, and subject matter expertise, in combination with documented policies and procedures.


* Responsible for recruiting, interviewing and making hiring decisions for the team.

Required Qualifications, Capabilities, and Skills


* A minimum of five years of financial services experience.


* Demonstrated experience delivering exceptional client service to an affluent client base.


* Demonstrated experience leading a team focused on cultivating relationships through delivering Deposit Banking, Home or Business lending needs.

Preferred Qualifications, Capabilities, and Skills


* A bachelor's degree

This role is eligible to participate in an incentive compensation plan that is paid on an annual basis.

More details about total compensation and benefits will be provided during the hiring process .

This role is eligible to participate in an incentive compensation plan that is paid on a quarterly basis.

More details about total compensation and benefits will be provided during the hiring process .

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.

As such, an employment offer for this position is contingent on JPMC's ...