Private Client Experience Manager - Palo Alto

Company: JPMorgan Chase & Co.
Location: Palo Alto
Posted on: April 2, 2025

Job Description:

Come join JPMorgan Private Client as a 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 Specialists who are instrumental in helping our clients explore the full financial possibilities their wealth creates. You'll 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 partners.
• 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 judgment, 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.Dodd Frank/Truth in Lending ActThis 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 review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS or update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
  #J-18808-Ljbffr

Keywords: JPMorgan Chase & Co., Palo Alto , Private Client Experience Manager - Palo Alto, Executive , Palo Alto, California