At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Job responsibilities: Partner with PCIA Team Leads to establish a view of where technology and process enhancements are needed to drive operational and client service improvements in the field Keeping current with technology enhancements and releasees in order to prepare the PCIA population for enhancement delivery and implementation Train new associates on existing and new Chase Wealth Management technology, how to execute on client services functions, operational procedures, how to work with clients and advisors, phone etiquette and understanding how Chase Wealth Management operates Assist with reporting and identify opportunities for improvements supporting Private Client Investment Associate managers Implement and execute on regular updates to over 500 Private Client Investment Associates pertaining to practice management, new technology, new operational efficiencies and key business updates.Required qualifications, capabilities, and skills Has client service experience either as a team lead or a client service professional Has experience in coaching and mentoring financial professionals at all levels of experience Strong communication and presentation skills in both individual and group settings Has experience in training, both in strategic concept delivery as well as tactical step by step process completion Strong reporting and excel skills Ability to travel as needed, up to 50% Preferred qualifications, capabilities, and skillsA valid and active Series 7 licenseA valid and active Series 63 Securities Industry Essential (SIE) examINVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTEDInvestment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.